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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $116,930 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $60,482 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,122 | $95,438-60.1% | $135,982-72.0% | $74,473-48.8% |
| Participation rate | 66.5% | 78.2%-11.8pp | 81.9%-15.5pp | 70.7%-4.3pp |
| Annual return | 36.36% | 32.61%+3.7pp | 68.32%-32.0pp | 34.36%+2.0pp |
| Employer contribution / active EE | $2,084 | $3,878-46.3% | $4,859-57.1% | $2,638-21.0% |
| Participant deferral / active EE | $4,379 | $7,790-43.8% | $7,760-43.6% | $4,530-3.3% |
| Admin fee / account holder | $437 | $259+68.8% | $10,767-95.9% | $347+25.9% |