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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,379 |
CASSILLY FINANCIAL1 year Service code 27 · EIN 83-3276563 | Advisory (Plan) | $11,081 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,751 | $99,957+29.8% | $149,730-13.3% | $73,493+76.5% |
| Participation rate | 37.9% | 75.7%-37.8pp | 82.5%-44.6pp | 70.7%-32.8pp |
| Annual return | 14.05% | 53.87%-39.8pp | 276.70%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,291 | $3,191-59.5% | $4,645-72.2% | $2,270-43.1% |
| Participant deferral / active EE | $2,895 | $6,073-52.3% | $6,843-57.7% | $3,740-22.6% |
| Admin fee / account holder | $530 | $551-3.8% | $9,310-94.3% | $513+3.3% |