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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,072 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,831 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,290 | $60,488+4.6% | $109,916-42.4% | $79,389-20.3% |
| Participation rate | 57.1% | 67.0%-9.9pp | 74.2%-17.1pp | 70.7%-13.6pp |
| Annual return | 16.25% | 189.57%-173.3pp | 29.46%-13.2pp | 116.89%-100.6pp |
| Employer contribution / active EE | $863 | $1,649-47.7% | $2,844-69.7% | $2,428-64.4% |
| Participant deferral / active EE | $1,348 | $3,220-58.1% | $4,047-66.7% | $4,046-66.7% |
| Admin fee / account holder | $320 | $605-47.0% | $6,069-94.7% | $626-48.9% |