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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $17,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,391 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,880 | $55,636+95.7% | $81,991+32.8% | $73,493+48.2% |
| Participation rate | 42.1% | 62.3%-20.2pp | 69.3%-27.1pp | 70.7%-28.6pp |
| Annual return | 17.06% | 19.07%-2.0pp | 41.31%-24.2pp | 28.51%-11.5pp |
| Employer contribution / active EE | $744 | $1,625-54.2% | $2,498-70.2% | $2,270-67.2% |
| Participant deferral / active EE | $1,825 | $2,762-33.9% | $3,722-51.0% | $3,740-51.2% |
| Admin fee / account holder | $543 | $493+10.2% | $5,665-90.4% | $513+5.9% |