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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,684 |
GRAY HUNTER STENN LLP1 year Filed as: GRAY HUNTER STEEN LLP Service code 10 · EIN 36-3077757 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,713 | $79,223+20.8% | $102,460-6.6% | $74,478+28.5% |
| Participation rate | 59.2% | 74.8%-15.5pp | 76.5%-17.3pp | 67.2%-8.0pp |
| Annual return | 9.58% | 54.98%-45.4pp | 29.47%-19.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $1,554 | $2,363-34.2% | $3,025-48.6% | $2,626-40.8% |
| Participant deferral / active EE | $3,527 | $4,417-20.2% | $5,056-30.2% | $4,350-18.9% |
| Admin fee / account holder | $522 | $2,003-73.9% | $9,460-94.5% | $1,946-73.2% |