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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 92-1016561 5619 R STREET · LITTLE ROCK, AR 72207 | Advisory (Participants) | $7,460 |
Service code 15 · EIN 01-0233346 P.O. BOX 660 · BUFFALO, NY 142010600 | Recordkeeping | $650 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,230 | $59,417-35.7% | $93,606-59.2% | $74,495-48.7% |
| Participation rate | 58.8% | 59.7%-0.9pp | 68.7%-10.0pp | 67.2%-8.5pp |
| Annual return | 5.95% | 81.83%-75.9pp | 133.20%-127.2pp | 1364.94%-1359.0pp |
| Employer contribution / active EE | $1,255 | $1,264-0.7% | $2,420-48.2% | $2,623-52.2% |
| Participant deferral / active EE | $1,660 | $3,050-45.6% | $4,411-62.4% | $4,346-61.8% |
| Admin fee / account holder | $377 | $3,021-87.5% | $8,285-95.5% | $1,942-80.6% |