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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,694 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,372 | $88,203-61.0% | $165,100-79.2% | $74,478-53.8% |
| Participation rate | 52.5% | 73.1%-20.6pp | 78.6%-26.1pp | 67.2%-14.7pp |
| Annual return | 14.39% | 17.13%-2.7pp | 70.21%-55.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,087 | $4,505+12.9% | $6,035-15.7% | $4,350+16.9% |
| Admin fee / account holder | $394 | $2,235-82.4% | $12,696-96.9% | $1,946-79.8% |