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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,939 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,749 | $86,655-8.0% | $119,609-33.3% | $66,914+19.2% |
| Participation rate | 62.0% | 75.6%-13.6pp | 79.3%-17.2pp | 69.8%-7.8pp |
| Annual return | -14.72% | -8.00%-6.7pp | -14.97%+0.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $609 | $2,536-76.0% | $4,232-85.6% | $2,544-76.1% |
| Participant deferral / active EE | $2,578 | $4,358-40.8% | $5,602-54.0% | $4,237-39.1% |
| Admin fee / account holder | $228 | $755-69.8% | $10,323-97.8% | $593-61.6% |