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| Provider | Service type | Compensation |
|---|---|---|
INSCRIPTION CAPITAL4 years Service code 27 · EIN 82-3605565 | Advisory (Plan) | $31,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,311 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,574 | $102,661-24.4% | $151,628-48.8% | $66,930+15.9% |
| Participation rate | 58.2% | 85.5%-27.3pp | 87.5%-29.3pp | 69.8%-11.6pp |
| Annual return | -10.41% | -10.81%+0.4pp | 3.34%-13.7pp | 1.57%-12.0pp |
| Employer contribution / active EE | $692 | $4,184-83.4% | $6,165-88.8% | $2,545-72.8% |
| Participant deferral / active EE | $7,440 | $6,645+12.0% | $8,363-11.0% | $4,238+75.6% |
| Admin fee / account holder | $395 | $630-37.3% | $11,613-96.6% | $593-33.4% |