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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,931 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 49 · EIN 42-1445429 | Other Services | $17,805 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $12,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,530 | $45,343+22.5% | $150,298-63.1% | $67,986-18.3% |
| Participation rate | 59.7% | 51.9%+7.9pp | 77.8%-18.0pp | 57.2%+2.5pp |
| Annual return | 9.13% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.5pp |
| Employer contribution / active EE | $1,616 | $1,462+10.5% | $4,154-61.1% | $2,019-20.0% |
| Participant deferral / active EE | $2,286 | $2,055+11.3% | $5,453-58.1% | $3,358-31.9% |
| Admin fee / account holder | $278 | $2,250-87.6% | $14,116-98.0% | $3,203-91.3% |