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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,944 |
Service code 17 · EIN 46-1428191 | Pension Consulting | $15,856 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,866 | $65,453-34.5% | $86,698-50.6% | $66,938-36.0% |
| Participation rate | 46.9% | 75.5%-28.6pp | 76.6%-29.7pp | 69.8%-22.9pp |
| Annual return | -15.58% | -10.89%-4.7pp | 35.95%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $752 | $2,154-65.1% | $2,837-73.5% | $2,545-70.5% |
| Participant deferral / active EE | $1,912 | $4,102-53.4% | $4,656-58.9% | $4,238-54.9% |
| Admin fee / account holder | $335 | $642-47.9% | $7,493-95.5% | $594-43.6% |