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| Provider | Service type | Compensation |
|---|---|---|
INSCRIPTION CAPITAL2 years Service code 27 · EIN 82-3605565 | Advisory (Plan) | $25,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,396 | $136,307-49.1% | $177,840-61.0% | $73,493-5.6% |
| Participation rate | 51.5% | 86.1%-34.6pp | 87.7%-36.2pp | 70.7%-19.1pp |
| Annual return | 19.10% | 18.68%+0.4pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $620 | $3,712-83.3% | $5,919-89.5% | $2,270-72.7% |
| Participant deferral / active EE | $5,617 | $5,829-3.6% | $7,714-27.2% | $3,740+50.2% |
| Admin fee / account holder | $305 | $596-48.7% | $12,431-97.5% | $513-40.5% |