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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,273 | $65,453-27.8% | $86,691-45.5% | $66,930-29.4% |
| Participation rate | 38.8% | 75.5%-36.6pp | 76.6%-37.7pp | 69.8%-31.0pp |
| Annual return | -8.07% | -10.89%+2.8pp | 35.94%-44.0pp | 1.57%-9.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,415 | $4,102-65.5% | $4,656-69.6% | $4,238-66.6% |
| Admin fee / account holder | $374 | $642-41.7% | $7,492-95.0% | $593-36.9% |