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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,268 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,802 | $53,165+38.8% | $86,235-14.4% | $74,473-0.9% |
| Participation rate | 70.5% | 64.9%+5.6pp | 69.0%+1.5pp | 70.7%-0.2pp |
| Annual return | -7.43% | 22.64%-30.1pp | 1170.03%-1177.5pp | 34.36%-41.8pp |
| Employer contribution / active EE | $1,722 | $1,210+42.4% | $2,381-27.7% | $2,638-34.7% |
| Participant deferral / active EE | $7,211 | $3,234+122.9% | $3,987+80.9% | $4,530+59.2% |
| Admin fee / account holder | $388 | $551-29.6% | $6,856-94.3% | $347+11.9% |