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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,725 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,087 | $59,006-28.7% | $97,295-56.7% | $74,478-43.5% |
| Participation rate | 62.1% | 63.7%-1.6pp | 72.7%-10.6pp | 67.2%-5.1pp |
| Annual return | 9.15% | 16.04%-6.9pp | 75.62%-66.5pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $604 | $1,894-68.1% | $2,723-77.8% | $2,626-77.0% |
| Participant deferral / active EE | $2,100 | $3,671-42.8% | $4,264-50.7% | $4,350-51.7% |
| Admin fee / account holder | $262 | $1,974-86.7% | $5,646-95.4% | $1,946-86.5% |