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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,655 |
GLASSJACOBSON1 year Service code 27 · EIN 52-2211400 | Advisory (Plan) | $17,136 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $16,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,506 | $62,541-25.6% | $129,384-64.1% | $199,960-76.7% |
| Participation rate | 29.8% | 56.8%-27.0pp | 69.6%-39.9pp | 72.0%-42.2pp |
| Annual return | 13.13% | 16.95%-3.8pp | 9461.77%-9448.6pp | 34.28%-21.1pp |
| Employer contribution / active EE | $292 | $2,392-87.8% | $4,153-93.0% | $3,036-90.4% |
| Participant deferral / active EE | $1,534 | $3,123-50.9% | $4,166-63.2% | $5,087-69.8% |
| Admin fee / account holder | $128 | $167-23.4% | $7,686-98.3% | $269-52.5% |