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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,885 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $29,515 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $10,826 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,374 | $62,928-26.3% | $172,752-73.2% | $67,579-31.4% |
| Participation rate | 36.4% | 64.5%-28.0pp | 82.6%-46.2pp | 71.3%-34.9pp |
| Annual return | 22.30% | 30.36%-8.1pp | 802.97%-780.7pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,364 | $2,145+10.2% | $5,198-54.5% | $3,539-33.2% |
| Admin fee / account holder | $318 | $167+90.8% | $13,955-97.7% | $142+123.4% |