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 | $101,653-27.8% | $147,080-50.1% | $74,459-1.4% |
| Participation rate | 63.3% | 75.6%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 18.24% | 8754.98%-8736.7pp | 420.17%-401.9pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $1,806 | $3,813-52.6% | $4,933-63.4% | $2,626-31.2% |
| Participant deferral / active EE | $5,889 | $7,304-19.4% | $8,066-27.0% | $4,350+35.4% |
| Admin fee / account holder | $336 | $1,752-80.8% | $12,989-97.4% | $1,945-82.7% |