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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 | Pension Consulting | $520 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $208 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,400 | $64,919-51.6% | $392,568-92.0% | $65,186-51.8% |
| Participation rate | 30.7% | 72.0%-41.3pp | 78.1%-47.4pp | 70.2%-39.5pp |
| Annual return | 18.51% | 26.09%-7.6pp | 24.42%-5.9pp | 29.39%-10.9pp |
| Employer contribution / active EE | $634 | $2,374-73.3% | $3,783-83.2% | $2,177-70.9% |
| Participant deferral / active EE | $1,019 | $3,668-72.2% | $5,985-83.0% | $3,514-71.0% |
| Admin fee / account holder | $368 | $634-41.9% | $6,260-94.1% | $847-56.5% |