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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $50,881 |
Service code 37 · EIN 04-2647786 | Loan Processing | $469 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,566 | $59,328+347.6% | $118,946+123.3% | $73,493+261.4% |
| Participation rate | 68.6% | 62.3%+6.3pp | 75.4%-6.8pp | 70.7%-2.1pp |
| Annual return | 9.87% | 19.13%-9.3pp | 35.89%-26.0pp | 28.51%-18.6pp |
| Employer contribution / active EE | $2,262 | $1,803+25.4% | $3,263-30.7% | $2,270-0.4% |
| Participant deferral / active EE | $6,055 | $2,604+132.5% | $4,266+41.9% | $3,740+61.9% |
| Admin fee / account holder | $571 | $600-5.0% | $6,581-91.3% | $513+11.2% |