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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $116,070 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $84,177 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $63,794 | $81,948-22.2% | $90,766-29.7% | $64,824-1.6% |
| Participation rate | 82.5% | 80.5%+2.0pp | 75.7%+6.8pp | 71.5%+11.0pp |
| Annual return | -17.80% | -12.53%-5.3pp | -12.16%-5.6pp | 32.84%-50.6pp |
| Employer contribution / active EE | $781 | $3,067-74.5% | $2,922-73.3% | $2,507-68.8% |
| Participant deferral / active EE | $3,087 | $4,844-36.3% | $4,565-32.4% | $4,311-28.4% |
| Admin fee / account holder | $593 | $157+277.3% | $8,446-93.0% | $188+215.6% |