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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,253 | $86,341-70.8% | $125,195-79.8% | $65,186-61.3% |
| Participation rate | 49.1% | 75.3%-26.2pp | 79.8%-30.7pp | 70.2%-21.1pp |
| Annual return | 23.11% | 27.44%-4.3pp | 43.79%-20.7pp | 29.39%-6.3pp |
| Employer contribution / active EE | $660 | $2,040-67.6% | $3,866-82.9% | $2,177-69.7% |
| Participant deferral / active EE | $1,826 | $3,538-48.4% | $4,937-63.0% | $3,514-48.0% |
| Admin fee / account holder | $189 | $609-68.9% | $9,704-98.0% | $847-77.7% |