Filed May 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,325 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,593 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,069 | $62,146-27.5% | $81,438-44.7% | $74,546-39.5% |
| Participation rate | 66.7% | 64.1%+2.6pp | 69.5%-2.8pp | 67.2%-0.5pp |
| Annual return | 23.74% | 16.49%+7.3pp | 24.74%-1.0pp | 1366.03%-1342.3pp |
| Employer contribution / active EE | $2,161 | $1,883+14.8% | $2,460-12.2% | $2,624-17.7% |
| Participant deferral / active EE | $3,442 | $3,229+6.6% | $3,883-11.4% | $4,347-20.8% |
| Admin fee / account holder | $326 | $1,922-83.0% | $5,764-94.3% | $1,944-83.2% |