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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,822 |
RPW SOLUTIONS LLC1 year Service code 16 · EIN 88-1100312 | Consulting | $20,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,229 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $255 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,112 | $71,872-23.3% | $86,691-36.4% | $68,495-19.5% |
| Participation rate | 94.7% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -14.90% | 3.53%-18.4pp | 35.94%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $465 | $2,173-78.6% | $2,837-83.6% | $2,596-82.1% |
| Participant deferral / active EE | $6,262 | $3,779+65.7% | $4,656+34.5% | $4,028+55.5% |
| Admin fee / account holder | $456 | $6,112-92.5% | $7,492-93.9% | $5,403-91.6% |