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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,690 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,802 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,891 | $30,555-48.0% | $80,741-80.3% | $86,821-81.7% |
| Participation rate | 19.8% | 37.2%-17.4pp | 54.2%-34.3pp | 72.3%-52.5pp |
| Annual return | 30.78% | 30.35%+0.4pp | 87.30%-56.5pp | 97.94%-67.2pp |
| Employer contribution / active EE | $44 | $472-90.6% | $1,160-96.2% | $2,406-98.2% |
| Participant deferral / active EE | $593 | $1,050-43.5% | $2,145-72.4% | $4,132-85.6% |
| Admin fee / account holder | $190 | $135+40.0% | $3,380-94.4% | $170+11.8% |