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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,069 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,934 | $81,625+98.4% | $167,512-3.3% | $74,304+117.9% |
| Participation rate | 57.3% | 60.0%-2.7pp | 77.1%-19.7pp | 60.3%-3.0pp |
| Annual return | 12.90% | 26.09%-13.2pp | 1615.79%-1602.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,160 | $2,010+7.4% | $3,882-44.4% | $2,241-3.6% |
| Participant deferral / active EE | $5,365 | $4,115+30.4% | $6,405-16.2% | $3,767+42.4% |
| Admin fee / account holder | $555 | $3,474-84.0% | $9,769-94.3% | $2,969-81.3% |