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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,706 | $77,660+104.4% | $109,143+45.4% | $79,386+99.9% |
| Participation rate | 49.1% | 67.8%-18.7pp | 75.9%-26.8pp | 70.7%-21.6pp |
| Annual return | 11.47% | 23.44%-12.0pp | 25.75%-14.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,228 | $2,797-56.1% | $3,722-67.0% | $2,427-49.4% |
| Participant deferral / active EE | $5,720 | $3,518+62.6% | $4,653+22.9% | $4,046+41.4% |
| Admin fee / account holder | $295 | $732-59.7% | $6,752-95.6% | $626-52.9% |