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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,410 | $81,474+1.1% | $133,956-38.5% | $73,488+12.1% |
| Participation rate | 62.2% | 76.4%-14.2pp | 79.8%-17.7pp | 70.7%-8.5pp |
| Annual return | 13.99% | 19.40%-5.4pp | 45.09%-31.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $150 | $2,209-93.2% | $3,919-96.2% | $2,270-93.4% |
| Participant deferral / active EE | $2,657 | $3,786-29.8% | $5,048-47.4% | $3,740-28.9% |
| Admin fee / account holder | $184 | $713-74.1% | $8,927-97.9% | $513-64.0% |