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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 | $43,496+27.7% | $161,489-65.6% | $64,340-13.7% |
| Participation rate | 59.7% | 53.5%+6.2pp | 78.7%-19.0pp | 55.2%+4.5pp |
| Annual return | 9.13% | 20.76%-11.6pp | 89.72%-80.6pp | 24.14%-15.0pp |
| Employer contribution / active EE | $1,616 | $1,431+12.9% | $4,268-62.1% | $1,862-13.2% |
| Participant deferral / active EE | $2,286 | $1,996+14.5% | $5,630-59.4% | $2,980-23.3% |
| Admin fee / account holder | $278 | $2,330-88.1% | $16,006-98.3% | $3,703-92.5% |