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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,707 |
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $24,886 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 20-0508334 | Contract Administrator | $9,008 |
Service code 49 · EIN 41-0944586 | Other Services | $7,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,657 | $51,466+39.2% | $78,778-9.0% | $62,293+15.0% |
| Participation rate | 96.7% | 59.8%+36.9pp | 69.2%+27.5pp | 69.5%+27.2pp |
| Annual return | 18.13% | 19.96%-1.8pp | 35.62%-17.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $4,796 | $827+479.8% | $1,986+141.5% | $2,042+134.9% |
| Participant deferral / active EE | $3,808 | $2,147+77.3% | $2,958+28.7% | $3,169+20.2% |
| Admin fee / account holder | $397 | $489-18.8% | $5,134-92.3% | $479-17.2% |