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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET DES MOINES · DES MOINES, IA 503922300 | Contract Administrator | $43,663 |
Service code 27 · EIN 74-2794194 1250 S CAPITAL OF TEXAS · W LAKE HILLS, TX 787466446 | Advisory (Plan) | $22,118 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $7,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,200 | $87,834-13.2% | $133,975-43.1% | $62,881+21.2% |
| Participation rate | 69.4% | 83.4%-14.0pp | 87.1%-17.7pp | 69.3%+0.1pp |
| Annual return | 8.58% | 12.05%-3.5pp | 29.29%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,382 | $4,812+157.3% | $6,282+97.1% | $3,203+286.6% |
| Admin fee / account holder | $384 | $5,372-92.9% | $9,324-95.9% | $4,296-91.1% |