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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $157,055 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $82,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,350 | $106,264-51.7% | $147,117-65.1% | $77,762-34.0% |
| Participation rate | 68.9% | 78.4%-9.5pp | 82.2%-13.3pp | 70.6%-1.7pp |
| Annual return | 37.55% | 56.94%-19.4pp | 420.54%-383.0pp | 31.27%+6.3pp |
| Employer contribution / active EE | $2,240 | $4,074-45.0% | $4,932-54.6% | $2,728-17.9% |
| Participant deferral / active EE | $4,813 | $8,003-39.9% | $8,065-40.3% | $4,651+3.5% |
| Admin fee / account holder | $554 | $334+65.8% | $12,993-95.7% | $433+28.0% |