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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,702 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,306 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,198 | $77,670-59.8% | $109,163-71.4% | $79,393-60.7% |
| Participation rate | 37.5% | 67.8%-30.3pp | 75.9%-38.4pp | 70.7%-33.2pp |
| Annual return | 17.71% | 23.44%-5.7pp | 25.75%-8.0pp | 116.87%-99.2pp |
| Employer contribution / active EE | $1,041 | $2,798-62.8% | $3,723-72.0% | $2,428-57.1% |
| Participant deferral / active EE | $1,755 | $3,518-50.1% | $4,654-62.3% | $4,046-56.6% |
| Admin fee / account holder | $546 | $732-25.5% | $6,754-91.9% | $627-12.9% |