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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,862 | $84,493-49.3% | $125,381-65.8% | $66,938-36.0% |
| Participation rate | 62.8% | 76.4%-13.6pp | 82.4%-19.6pp | 69.8%-7.0pp |
| Annual return | -19.09% | -8.49%-10.6pp | 572.31%-591.4pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,005 | $3,554-43.6% | $4,815-58.4% | $2,545-21.2% |
| Participant deferral / active EE | $6,180 | $6,783-8.9% | $7,448-17.0% | $4,238+45.8% |
| Admin fee / account holder | $349 | $685-49.1% | $10,007-96.5% | $594-41.2% |