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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,912 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,517 |
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 | $42,498 | $72,620-41.5% | $90,760-53.2% | $66,938-36.5% |
| Participation rate | 59.0% | 73.7%-14.7pp | 75.7%-16.7pp | 69.8%-10.8pp |
| Annual return | -15.95% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $221 | $2,369-90.7% | $2,922-92.4% | $2,545-91.3% |
| Participant deferral / active EE | $2,322 | $3,979-41.6% | $4,565-49.1% | $4,238-45.2% |
| Admin fee / account holder | $335 | $707-52.6% | $8,444-96.0% | $594-43.5% |