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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,410 |
DUNCAN WILLIAMS ASSET MANAGEMENT1+ years Service code 27 · EIN 47-3030907 | Advisory (Plan) | $14,279 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,756 | $65,453-43.8% | $86,698-57.6% | $66,938-45.1% |
| Participation rate | 50.8% | 75.5%-24.7pp | 76.6%-25.8pp | 69.8%-19.0pp |
| Annual return | -13.01% | -10.89%-2.1pp | 35.95%-49.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,624 | $2,154-24.6% | $2,837-42.7% | $2,545-36.2% |
| Participant deferral / active EE | $2,673 | $4,102-34.8% | $4,656-42.6% | $4,238-36.9% |
| Admin fee / account holder | $312 | $642-51.4% | $7,493-95.8% | $594-47.4% |