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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,934 | $74,661+116.9% | $160,784+0.7% | $67,986+138.2% |
| Participation rate | 57.3% | 57.1%+0.2pp | 77.0%-19.6pp | 57.2%+0.1pp |
| Annual return | 12.90% | 28.83%-15.9pp | 1803.92%-1791.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,160 | $1,829+18.1% | $3,733-42.1% | $2,019+7.0% |
| Participant deferral / active EE | $5,365 | $3,681+45.8% | $6,293-14.7% | $3,358+59.8% |
| Admin fee / account holder | $555 | $3,959-86.0% | $9,717-94.3% | $3,203-82.7% |