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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 91-2106031 | Advisory (Plan) | $34,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,676 | $59,140+58.4% | $160,037-41.5% | $66,949+39.9% |
| Participation rate | 63.2% | 68.1%-4.9pp | 78.0%-14.8pp | 69.8%-6.6pp |
| Annual return | -17.38% | -12.25%-5.1pp | 408.95%-426.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,188 | $1,982-40.1% | $4,226-71.9% | $2,545-53.3% |
| Participant deferral / active EE | $5,906 | $4,399+34.3% | $6,184-4.5% | $4,239+39.3% |
| Admin fee / account holder | $331 | $591-44.0% | $8,716-96.2% | $594-44.3% |