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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.10+ years Service code 13 · EIN 62-1200951 | Contract Administrator | $10,696 |
Filed as: VANCE CPA LLC Service code 10 402 S. NORTHSHORE DR · KNOXVILLE, TN 37919 | Accounting | $4,000 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,084 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,378 | $59,448+3.2% | $93,696-34.5% | $74,459-17.6% |
| Participation rate | 45.2% | 59.6%-14.5pp | 68.7%-23.5pp | 67.2%-22.0pp |
| Annual return | 9.06% | 82.11%-73.0pp | 133.74%-124.7pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,339 | $1,266+5.7% | $2,422-44.7% | $2,626-49.0% |
| Participant deferral / active EE | $1,525 | $3,052-50.0% | $4,417-65.5% | $4,350-64.9% |
| Admin fee / account holder | $375 | $3,027-87.6% | $8,287-95.5% | $1,945-80.7% |