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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,953 |
Service code 27 · EIN 47-1895847 | Advisory (Plan) | $32,377 |
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 | $85,829 | $83,090+3.3% | $130,062-34.0% | $71,529+20.0% |
| Participation rate | 65.7% | 74.1%-8.4pp | 78.5%-12.8pp | 67.9%-2.2pp |
| Annual return | 18.03% | 20.61%-2.6pp | -137.37%+155.4pp | 28.97%-10.9pp |
| Employer contribution / active EE | $1,206 | $2,624-54.0% | $4,322-72.1% | $2,590-53.4% |
| Participant deferral / active EE | $3,904 | $4,436-12.0% | $5,821-32.9% | $4,291-9.0% |
| Admin fee / account holder | $453 | $1,727-73.8% | $10,601-95.7% | $1,588-71.5% |