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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,485 | $80,781+88.8% | $102,437+48.9% | $74,478+104.7% |
| Participation rate | 47.5% | 65.7%-18.2pp | 74.5%-27.0pp | 67.2%-19.7pp |
| Annual return | -0.61% | 27.58%-28.2pp | 24.95%-25.6pp | 1370.56%-1371.2pp |
| Employer contribution / active EE | $2,850 | $3,160-9.8% | $3,871-26.4% | $2,626+8.5% |
| Participant deferral / active EE | $7,807 | $3,862+102.1% | $5,060+54.3% | $4,350+79.5% |
| Admin fee / account holder | $559 | $2,372-76.4% | $8,388-93.3% | $1,946-71.3% |