Filed October 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $118,554 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,411 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS INC Service code 13 · EIN 06-1504963 | Contract Administrator | $18,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,954 | $106,028-13.3% | $146,958-37.4% | $77,643+18.4% |
| Participation rate | 85.5% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 19.62% | 56.73%-37.1pp | 418.34%-398.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $4,601 | $4,063+13.3% | $4,933-6.7% | $2,726+68.8% |
| Participant deferral / active EE | $10,409 | $7,990+30.3% | $8,070+29.0% | $4,647+124.0% |
| Admin fee / account holder | $381 | $337+12.9% | $12,998-97.1% | $430-11.5% |