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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,596 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
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.
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 | $134,855 | $64,176+110.1% | $112,263+20.1% | $66,949+101.4% |
| Participation rate | 58.5% | 68.4%-9.9pp | 75.1%-16.5pp | 69.8%-11.3pp |
| Annual return | -18.67% | -13.80%-4.9pp | 27.49%-46.2pp | 1.57%-20.2pp |
| Employer contribution / active EE | $2,006 | $3,007-33.3% | $3,636-44.8% | $2,545-21.2% |
| Participant deferral / active EE | $4,858 | $3,694+31.5% | $4,729+2.7% | $4,239+14.6% |
| Admin fee / account holder | $455 | $626-27.3% | $6,410-92.9% | $594-23.4% |