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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,023 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $48 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,328 | $51,466-10.0% | $78,778-41.2% | $62,293-25.6% |
| Participation rate | 27.4% | 59.8%-32.4pp | 69.2%-41.8pp | 69.5%-42.1pp |
| Annual return | 16.26% | 19.96%-3.7pp | 35.62%-19.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,948 | $2,147-9.3% | $2,958-34.2% | $3,169-38.5% |
| Admin fee / account holder | $334 | $489-31.7% | $5,134-93.5% | $479-30.3% |