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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,044 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,911 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,828 | $84,499-51.7% | $125,391-67.4% | $66,949-39.0% |
| Participation rate | 65.7% | 76.4%-10.7pp | 82.4%-16.7pp | 69.8%-4.1pp |
| Annual return | -13.20% | -8.49%-4.7pp | 572.41%-585.6pp | 1.57%-14.8pp |
| Employer contribution / active EE | $2,753 | $3,554-22.5% | $4,816-42.8% | $2,545+8.2% |
| Participant deferral / active EE | $6,474 | $6,785-4.6% | $7,448-13.1% | $4,239+52.7% |
| Admin fee / account holder | $305 | $685-55.5% | $10,009-97.0% | $594-48.6% |