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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $37,232 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,662 | $54,368+313.2% | $117,039+92.0% | $62,293+260.7% |
| Participation rate | 64.0% | 64.9%-0.9pp | 77.2%-13.1pp | 69.5%-5.5pp |
| Annual return | 15.48% | 21.77%-6.3pp | 18.95%-3.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,651 | $1,692-2.4% | $3,785-56.4% | $2,042-19.2% |
| Participant deferral / active EE | $5,134 | $2,269+126.3% | $3,929+30.7% | $3,169+62.0% |
| Admin fee / account holder | $424 | $493-14.2% | $5,974-92.9% | $479-11.6% |