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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,876 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,948 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,747 | $42,901+20.6% | $91,227-43.3% | $64,824-20.2% |
| Participation rate | 24.0% | 68.1%-44.2pp | 73.2%-49.2pp | 71.5%-47.5pp |
| Annual return | -14.09% | -13.53%-0.6pp | 114.14%-128.2pp | 32.84%-46.9pp |
| Employer contribution / active EE | $420 | $1,571-73.3% | $2,851-85.3% | $2,507-83.3% |
| Participant deferral / active EE | $664 | $3,501-81.0% | $4,234-84.3% | $4,311-84.6% |
| Admin fee / account holder | $302 | $131+130.0% | $5,423-94.4% | $188+60.5% |