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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,423 |
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 | $34,413 | $63,768-46.0% | $98,483-65.1% | $79,391-56.7% |
| Participation rate | 44.0% | 69.9%-25.8pp | 73.3%-29.3pp | 70.7%-26.7pp |
| Annual return | 12.93% | 626.18%-613.2pp | 1494.38%-1481.4pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,007 | $2,558-60.6% | $2,961-66.0% | $2,428-58.5% |
| Participant deferral / active EE | $1,620 | $3,305-51.0% | $4,276-62.1% | $4,046-60.0% |
| Admin fee / account holder | $355 | $516-31.2% | $5,953-94.0% | $627-43.4% |