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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,139 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,858 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,138 | $91,439-43.0% | $135,974-61.7% | $71,511-27.1% |
| Participation rate | 69.7% | 75.7%-6.0pp | 81.9%-12.2pp | 67.9%+1.7pp |
| Annual return | 24.88% | 29.90%-5.0pp | 68.30%-43.4pp | 28.86%-4.0pp |
| Employer contribution / active EE | $2,560 | $3,705-30.9% | $4,859-47.3% | $2,589-1.1% |
| Participant deferral / active EE | $6,476 | $7,093-8.7% | $7,760-16.5% | $4,291+50.9% |
| Admin fee / account holder | $347 | $1,267-72.6% | $10,767-96.8% | $1,588-78.2% |