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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $25,698 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,848 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,906 | $91,474+38.7% | $135,982-6.7% | $71,529+77.4% |
| Participation rate | 68.3% | 75.7%-7.3pp | 81.9%-13.6pp | 67.9%+0.4pp |
| Annual return | 38.59% | 29.89%+8.7pp | 68.32%-29.7pp | 28.97%+9.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $10,768 | $7,095+51.8% | $7,760+38.8% | $4,291+150.9% |
| Admin fee / account holder | $308 | $1,267-75.7% | $10,767-97.1% | $1,588-80.6% |