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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,590 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,128 | $49,471+21.5% | $79,583-24.4% | $66,949-10.2% |
| Participation rate | 65.2% | 61.4%+3.8pp | 69.5%-4.3pp | 69.8%-4.6pp |
| Annual return | -19.97% | 84.30%-104.3pp | 0.16%-20.1pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,698 | $1,266+34.1% | $2,414-29.7% | $2,545-33.3% |
| Participant deferral / active EE | $3,895 | $3,160+23.3% | $3,986-2.3% | $4,239-8.1% |
| Admin fee / account holder | $416 | $595-30.1% | $6,835-93.9% | $594-30.0% |