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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,497 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $17,180 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,384 | $84,493-23.8% | $125,381-48.6% | $66,938-3.8% |
| Participation rate | 59.2% | 76.4%-17.2pp | 82.4%-23.2pp | 69.8%-10.6pp |
| Annual return | -15.79% | -8.49%-7.3pp | 572.31%-588.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $589 | $3,554-83.4% | $4,815-87.8% | $2,545-76.8% |
| Participant deferral / active EE | $5,115 | $6,783-24.6% | $7,448-31.3% | $4,238+20.7% |
| Admin fee / account holder | $423 | $685-38.2% | $10,007-95.8% | $594-28.7% |