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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,077 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,568 | $96,018-33.8% | $65,493-2.9% | $85,563-25.7% |
| Participation rate | 66.8% | 74.8%-8.1pp | 73.1%-6.3pp | 66.0%+0.8pp |
| Annual return | 15.07% | 14.51%+0.6pp | 982.45%-967.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $234 | $3,235-92.8% | $2,574-90.9% | $2,654-91.2% |
| Participant deferral / active EE | $2,537 | $4,055-37.4% | $3,961-35.9% | $4,375-42.0% |
| Admin fee / account holder | $309 | $271+14.0% | $5,028-93.9% | $834-63.0% |