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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,646 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $18,749 |
GOLDIN PEISER & PEISER2 years Service code 10 · EIN 75-2515294 | Accounting | $9,785 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,638 | $72,492+121.6% | $87,100+84.4% | $72,985+120.1% |
| Participation rate | 67.8% | 72.8%-5.0pp | 76.9%-9.1pp | 69.5%-1.7pp |
| Annual return | 15.45% | 24.46%-9.0pp | 28.19%-12.7pp | 81.00%-65.6pp |
| Employer contribution / active EE | $500 | $1,894-73.6% | $2,521-80.2% | $2,440-79.5% |
| Participant deferral / active EE | $5,346 | $3,270+63.5% | $4,049+32.0% | $3,607+48.2% |
| Admin fee / account holder | $614 | $5,055-87.9% | $7,497-91.8% | $5,124-88.0% |