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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,366 |
Service code 27 · EIN 47-1895847 | Advisory (Plan) | $33,654 |
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 | $72,055 | $86,692-16.9% | $119,634-39.8% | $66,949+7.6% |
| Participation rate | 69.1% | 75.6%-6.5pp | 79.3%-10.2pp | 69.8%-0.7pp |
| Annual return | -15.26% | -8.00%-7.3pp | -14.98%-0.3pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,182 | $2,536-53.4% | $4,232-72.1% | $2,545-53.6% |
| Participant deferral / active EE | $3,833 | $4,360-12.1% | $5,601-31.6% | $4,239-9.6% |
| Admin fee / account holder | $442 | $755-41.5% | $10,329-95.7% | $594-25.5% |