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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,492 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,936 |
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,107 | $122,239-63.9% | $184,200-76.1% | $74,546-40.8% |
| Participation rate | 86.7% | 85.5%+1.2pp | 86.8%-0.2pp | 67.2%+19.5pp |
| Annual return | 15.37% | 19.95%-4.6pp | 28.80%-13.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,890 | $4,537-58.4% | $6,424-70.6% | $2,624-28.0% |
| Participant deferral / active EE | $3,853 | $7,139-46.0% | $9,132-57.8% | $4,347-11.4% |
| Admin fee / account holder | $429 | $1,260-66.0% | $13,907-96.9% | $1,944-77.9% |