Filed July 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,313 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,235 |
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.)
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 | $73,440 | $101,539-27.7% | $147,041-50.1% | $74,400-1.3% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 18.24% | 8740.84%-8722.6pp | 419.21%-401.0pp | 1367.51%-1349.3pp |
| Employer contribution / active EE | $1,806 | $3,811-52.6% | $4,935-63.4% | $2,624-31.2% |
| Participant deferral / active EE | $5,889 | $7,304-19.4% | $8,071-27.0% | $4,348+35.4% |
| Admin fee / account holder | $336 | $1,749-80.8% | $13,006-97.4% | $1,944-82.7% |