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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $36,218 |
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.
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 | $101,012 | $155,795-35.2% | $136,298-25.9% | $69,631+45.1% |
| Participation rate | 26.8% | 75.2%-48.4pp | 81.9%-55.1pp | 70.7%-43.9pp |
| Annual return | 14.54% | 232464.33%-232449.8pp | 5156.27%-5141.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,800 | $5,394-48.1% | $6,247-55.2% | $3,224-13.1% |
| Admin fee / account holder | $326 | $128+153.9% | $9,244-96.5% | $110+194.9% |