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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,322 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,367 |
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.)
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 | $31,441 | $64,176-51.0% | $112,249-72.0% | $66,938-53.0% |
| Participation rate | 29.0% | 68.4%-39.4pp | 75.1%-46.0pp | 69.8%-40.8pp |
| Annual return | -18.74% | -13.80%-4.9pp | 27.48%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $855 | $3,007-71.6% | $3,636-76.5% | $2,545-66.4% |
| Participant deferral / active EE | $1,457 | $3,694-60.6% | $4,729-69.2% | $4,238-65.6% |
| Admin fee / account holder | $620 | $626-0.9% | $6,412-90.3% | $594+4.5% |