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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,293 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $8,642 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,628 | $34,634-8.7% | $77,096-59.0% | $64,819-51.2% |
| Participation rate | 9.1% | 49.8%-40.8pp | 67.9%-58.9pp | 71.5%-62.4pp |
| Annual return | -18.37% | -5.31%-13.1pp | 42.35%-60.7pp | 32.84%-51.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $552 | $2,553-78.4% | $4,429-87.5% | $4,311-87.2% |
| Admin fee / account holder | $381 | $178+113.5% | $5,428-93.0% | $188+102.7% |