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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,675 |
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 | $54,789 | $59,186-7.4% | $76,768-28.6% | $56,287-2.7% |
| Participation rate | 67.1% | 75.2%-8.1pp | 77.0%-9.8pp | 69.9%-2.7pp |
| Annual return | -4.19% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,393 | $1,759-20.8% | $2,485-43.9% | $2,111-34.0% |
| Participant deferral / active EE | $3,371 | $3,255+3.6% | $3,852-12.5% | $3,350+0.6% |
| Admin fee / account holder | $360 | $489-26.5% | $6,675-94.6% | $521-31.0% |