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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 | $106,247-51.7% | $147,096-65.1% | $77,714-33.9% |
| Participation rate | 68.9% | 78.4%-9.5pp | 82.2%-13.3pp | 70.6%-1.7pp |
| Annual return | 37.55% | 56.87%-19.3pp | 419.75%-382.2pp | 31.26%+6.3pp |
| Employer contribution / active EE | $2,240 | $4,069-45.0% | $4,936-54.6% | $2,727-17.9% |
| Participant deferral / active EE | $4,813 | $7,996-39.8% | $8,071-40.4% | $4,649+3.5% |
| Admin fee / account holder | $554 | $338+63.9% | $13,005-95.7% | $433+27.9% |