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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,888 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,882 |
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 | $52,841 | $91,424-42.2% | $135,942-61.1% | $71,495-26.1% |
| Participation rate | 61.1% | 75.7%-14.5pp | 81.9%-20.8pp | 67.9%-6.8pp |
| Annual return | 14.76% | 29.90%-15.1pp | 68.28%-53.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,667 | $3,704-55.0% | $4,858-65.7% | $2,589-35.6% |
| Participant deferral / active EE | $5,497 | $7,092-22.5% | $7,759-29.1% | $4,291+28.1% |
| Admin fee / account holder | $382 | $1,266-69.8% | $10,764-96.4% | $1,588-75.9% |