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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,626 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $49,864 |
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.)
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 | $99,324 | $41,647+138.5% | $96,161+3.3% | $86,813+14.4% |
| Participation rate | 54.4% | 50.3%+4.1pp | 68.4%-14.0pp | 72.3%-17.8pp |
| Annual return | 15.20% | 27.24%-12.0pp | 192.01%-176.8pp | 97.93%-82.7pp |
| Employer contribution / active EE | $708 | $1,328-46.7% | $2,798-74.7% | $2,406-70.6% |
| Participant deferral / active EE | $5,077 | $2,412+110.5% | $4,349+16.7% | $4,131+22.9% |
| Admin fee / account holder | $310 | $169+83.3% | $5,538-94.4% | $170+83.1% |