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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,360 |
CAPITAL MANAGEMENT7 years Service code 27 · EIN 75-3093123 | Advisory (Plan) | $35,472 |
Filed as: QBOX Service code 17 · EIN 46-2486380 | Pension Consulting | $26,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,153 | $122,042-40.9% | $184,260-60.8% | $74,459-3.1% |
| Participation rate | 44.0% | 85.5%-41.5pp | 86.8%-42.8pp | 67.2%-23.2pp |
| Annual return | 14.38% | 19.91%-5.5pp | 28.84%-14.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,719 | $4,537-62.1% | $6,427-73.3% | $2,626-34.5% |
| Participant deferral / active EE | $3,114 | $7,143-56.4% | $9,133-65.9% | $4,350-28.4% |
| Admin fee / account holder | $689 | $1,252-45.0% | $13,898-95.0% | $1,945-64.6% |