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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,997 |
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 | $97,971 | $77,460+26.5% | $100,378-2.4% | $80,925+21.1% |
| Participation rate | 72.2% | 76.9%-4.8pp | 81.5%-9.3pp | 67.7%+4.5pp |
| Annual return | 14.43% | 37.24%-22.8pp | 49.41%-35.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $442 | $2,801-84.2% | $3,942-88.8% | $2,756-83.9% |
| Participant deferral / active EE | $10,362 | $6,818+52.0% | $8,087+28.1% | $4,299+141.1% |
| Admin fee / account holder | $377 | $5,887-93.6% | $7,899-95.2% | $6,940-94.6% |