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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,556 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,005 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,428 | $51,207-3.5% | $70,565-30.0% | $71,529-30.9% |
| Participation rate | 37.6% | 59.4%-21.8pp | 68.4%-30.8pp | 67.9%-30.4pp |
| Annual return | 15.77% | 42.71%-26.9pp | 32.79%-17.0pp | 28.97%-13.2pp |
| Employer contribution / active EE | $410 | $1,795-77.2% | $2,976-86.2% | $2,590-84.2% |
| Participant deferral / active EE | $2,042 | $3,033-32.7% | $4,568-55.3% | $4,291-52.4% |
| Admin fee / account holder | $341 | $2,002-83.0% | $6,430-94.7% | $1,588-78.6% |