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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $340,813 |
Service code 27 · EIN 47-1411118 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,892 | $110,282-72.0% | $102,434-69.8% | $199,960-84.6% |
| Participation rate | 0.0% | 86.3%-86.3pp | 76.5%-76.5pp | 72.0%-72.0pp |
| Annual return | -94.50% | 35.75%-130.3pp | 29.46%-124.0pp | 34.28%-128.8pp |
| Employer contribution / active EE | $3,776 | $3,603+4.8% | $3,023+24.9% | $3,036+24.4% |
| Participant deferral / active EE | $7,176 | $6,376+12.5% | $5,055+42.0% | $5,087+41.1% |
| Admin fee / account holder | $5,325 | $122+4255.1% | $9,462-43.7% | $269+1877.5% |