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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $39,588 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,203 |
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 | $68,367 | $101,591-32.7% | $147,096-53.5% | $74,429-8.1% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 14.47% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $2,576 | $3,813-32.4% | $4,936-47.8% | $2,625-1.9% |
| Participant deferral / active EE | $6,388 | $7,302-12.5% | $8,071-20.9% | $4,348+46.9% |
| Admin fee / account holder | $492 | $1,750-71.9% | $13,005-96.2% | $1,944-74.7% |