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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,939 |
RETIRERIGHT LLC1 year Filed as: RETIRERIGHT CONSULTING GROUP Service code 27 · EIN 83-4477635 | Advisory (Plan) | $9,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,266 | $55,889-13.6% | $76,119-36.6% | $80,935-40.4% |
| Participation rate | 65.8% | 62.1%+3.7pp | 69.1%-3.3pp | 67.7%-1.9pp |
| Annual return | 18.18% | 20.58%-2.4pp | 361.25%-343.1pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,503 | $3,051-18.0% | $4,259-41.2% | $4,299-41.8% |
| Admin fee / account holder | $3,079 | $5,241-41.3% | $6,421-52.1% | $6,924-55.5% |