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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $8,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,085 | $50,982-56.7% | $154,803-85.7% | $85,563-74.2% |
| Participation rate | 45.3% | 59.8%-14.5pp | 78.1%-32.7pp | 66.0%-20.6pp |
| Annual return | 24.34% | 30.35%-6.0pp | 58.88%-34.5pp | 31.51%-7.2pp |
| Employer contribution / active EE | $128 | $1,708-92.5% | $4,305-97.0% | $2,654-95.2% |
| Participant deferral / active EE | $2,032 | $2,474-17.9% | $5,540-63.3% | $4,375-53.6% |
| Admin fee / account holder | $51 | $846-93.9% | $14,329-99.6% | $834-93.9% |