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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,539 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $52,004 | $79,438-34.5% | $106,551-51.2% | $79,393-34.5% |
| Participation rate | 53.7% | 74.2%-20.4pp | 76.1%-22.4pp | 70.7%-17.0pp |
| Annual return | 19.65% | 18.27%+1.4pp | 26.80%-7.1pp | 116.87%-97.2pp |
| Employer contribution / active EE | $228 | $2,235-89.8% | $2,819-91.9% | $2,428-90.6% |
| Participant deferral / active EE | $2,365 | $3,824-38.2% | $4,398-46.2% | $4,046-41.5% |
| Admin fee / account holder | $380 | $523-27.3% | $7,408-94.9% | $627-39.3% |