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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,974 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $39,492 |
L&W INSURANCE INC.4 years Service code 16 · EIN 35-2242208 | Consulting | $19,280 |
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 | $64,174 | $58,911+8.9% | $129,384-50.4% | $77,736-17.4% |
| Participation rate | 59.5% | 59.4%+0.1pp | 69.6%-10.2pp | 70.6%-11.1pp |
| Annual return | 12.40% | 24.75%-12.3pp | 9461.77%-9449.4pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,433 | $1,955-26.7% | $4,153-65.5% | $2,728-47.5% |
| Participant deferral / active EE | $2,029 | $3,220-37.0% | $4,166-51.3% | $4,651-56.4% |
| Admin fee / account holder | $394 | $592-33.5% | $7,686-94.9% | $433-9.2% |