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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,997 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,902 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,698 | $78,562-80.0% | $105,608-85.1% | $74,429-78.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 75.3%+9.9pp | 67.2%+17.9pp |
| Annual return | 10.68% | 15.94%-5.3pp | 116.50%-105.8pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,080 | $4,321-28.7% | $5,010-38.5% | $4,348-29.2% |
| Admin fee / account holder | $150 | $2,217-93.2% | $11,028-98.6% | $1,944-92.3% |