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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEST EGGS INC. Service code 14 · EIN 59-3664112 | Plan Administrator | $13,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,980 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 81-0776852 | Advisory (Plan) | $9,500 |
O'CONNOR DAVIES, LLP1 year Filed as: O'CONNOR & DREW, P.C. Service code 10 · EIN 04-3000523 | Accounting | $8,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,590 | $42,548+23.6% | $74,551-29.5% | $56,289-6.6% |
| Participation rate | 51.8% | 60.5%-8.6pp | 69.1%-17.3pp | 69.9%-18.0pp |
| Annual return | -10.50% | 12.40%-22.9pp | 32.53%-43.0pp | -9.96%-0.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,590 | $2,277+13.7% | $3,108-16.7% | $3,350-22.7% |
| Admin fee / account holder | $351 | $467-24.9% | $5,059-93.1% | $521-32.7% |