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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1291257 | Contract Administrator | $50,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $113,812 | $76,696+48.4% | $96,515+17.9% | $71,511+59.2% |
| Participation rate | 65.7% | 66.6%-0.9pp | 74.3%-8.7pp | 67.9%-2.2pp |
| Annual return | 14.63% | 48.32%-33.7pp | 35.73%-21.1pp | 28.86%-14.2pp |
| Employer contribution / active EE | $639 | $3,032-78.9% | $3,740-82.9% | $2,589-75.3% |
| Participant deferral / active EE | $5,045 | $3,770+33.8% | $4,880+3.4% | $4,291+17.6% |
| Admin fee / account holder | $565 | $2,030-72.2% | $6,735-91.6% | $1,588-64.4% |