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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 | Pension Consulting | $585 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $192 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,777 | $73,823-44.8% | $379,746-89.3% | $73,497-44.5% |
| Participation rate | 32.1% | 73.1%-41.1pp | 78.4%-46.3pp | 70.7%-38.6pp |
| Annual return | 15.42% | 29.06%-13.6pp | 34.90%-19.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $756 | $2,472-69.4% | $3,540-78.7% | $2,270-66.7% |
| Participant deferral / active EE | $1,223 | $4,038-69.7% | $6,024-79.7% | $3,740-67.3% |
| Admin fee / account holder | $433 | $607-28.7% | $7,927-94.5% | $513-15.7% |