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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $49,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
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.)
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 | $194,488 | $65,557+196.7% | $105,738+83.9% | $56,287+245.5% |
| Participation rate | 69.4% | 63.4%+6.0pp | 76.3%-7.0pp | 69.9%-0.5pp |
| Annual return | -6.73% | -1.32%-5.4pp | 6.27%-13.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,239 | $1,788-30.7% | $3,268-62.1% | $2,111-41.3% |
| Participant deferral / active EE | $5,487 | $2,418+126.9% | $4,080+34.5% | $3,350+63.8% |
| Admin fee / account holder | $535 | $561-4.7% | $6,913-92.3% | $521+2.7% |