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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,803 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,903 |
Filed as: THE BENEFITS CONSULTING GROUP Service code 49 · EIN 36-3533281 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $79,621 | $79,438+0.2% | $106,551-25.3% | $79,393+0.3% |
| Participation rate | 98.2% | 74.2%+24.1pp | 76.1%+22.1pp | 70.7%+27.5pp |
| Annual return | 11.22% | 18.27%-7.0pp | 26.80%-15.6pp | 116.87%-105.6pp |
| Employer contribution / active EE | $7,358 | $2,235+229.3% | $2,819+161.0% | $2,428+203.1% |
| Participant deferral / active EE | $9,111 | $3,824+138.3% | $4,398+107.1% | $4,046+125.2% |
| Admin fee / account holder | $363 | $523-30.6% | $7,408-95.1% | $627-42.1% |