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| Provider | Service type | Compensation |
|---|---|---|
KIMBERELY KEENAN1 year Service code 15 · EIN 01-0439781 | Recordkeeping | $97,388 |
FILLER & ASSOCIATES P.A.5+ years Service code 10 · EIN 01-0378528 | Accounting | $31,731 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $25,300 |
Service code 19 · EIN 04-1590850 | Securities Custodian | $2,025 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,866 | $91,517+47.4% | $101,275+33.2% | $73,412+83.7% |
| Participation rate | 46.2% | 73.8%-27.5pp | 75.8%-29.6pp | 72.2%-25.9pp |
| Annual return | -4.92% | 17.17%-22.1pp | 46.48%-51.4pp | 59.30%-64.2pp |
| Employer contribution / active EE | $2,722 | $2,877-5.4% | $3,660-25.6% | $2,234+21.8% |
| Participant deferral / active EE | $111 | $3,338-96.7% | $4,371-97.5% | $3,806-97.1% |
| Admin fee / account holder | $592 | $216+174.4% | $5,948-90.0% | $158+275.2% |