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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP2+ years Service code 13 401 LIBERTY AVE STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $245,856 |
CORNWELL & BALDWIN2+ years Filed as: CORNWELL BRADY & BALDWIN Service code 29 · EIN 32-0453228 | Legal | $82,000 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER Service code 27 · EIN 94-2854988 | Advisory (Plan) | $68,910 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $34,272 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,910 |
SOUTHERN SIERRA CHAPTER, NECA2+ years Service code 49 PO BOX 12149 · SAN BERNARDINO, CA 92423 | Other Services | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,227 | $221,442-77.8% | $92,240-46.6% | $77,958-36.9% |
| Participation rate | 61.7% | 79.6%-17.9pp | 76.5%-14.7pp | 71.6%-9.9pp |
| Annual return | 11.69% | 15.65%-4.0pp | 176.29%-164.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $2,689 | $3,226-16.7% | $3,680-26.9% | $2,310+16.4% |
| Participant deferral / active EE | $1 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $534 | $210+154.8% | $5,194-89.7% | $97+448.6% |