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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,895 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $10,922 |
TRINITY PENSION CONSULTANTS3 years Service code 13 · EIN 20-4548831 | Contract Administrator | $3,170 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $2,184 |
SBHU LIFE AGENCY INC3 years Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $60,699 | $91,179-33.4% | $178,499-66.0% | $79,852-24.0% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 13.23% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,557 | $3,236+9.9% | $5,202-31.6% | $3,740-4.9% |
| Admin fee / account holder | $319 | $6,749-95.3% | $13,986-97.7% | $5,306-94.0% |