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| Provider | Service type | Compensation |
|---|---|---|
NEEDLES & ASSOCIATES, LLC9+ years Service code 10 · EIN 51-0435869 | Accounting | $26,775 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 15 · EIN 94-1503999 | Recordkeeping | $7,630 |
MONAGHAN & ASSOCIATES PC1 year Filed as: MONAGHAN WARRICK KING Service code 29 · EIN 73-1462892 | Legal | $5,760 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,035 | $88,479-63.8% | $96,520-66.8% | $80,149-60.0% |
| Participation rate | 29.0% | 79.9%-50.9pp | 74.3%-45.3pp | 72.9%-43.9pp |
| Annual return | 14.59% | 22.53%-7.9pp | 35.72%-21.1pp | 40.39%-25.8pp |
| Employer contribution / active EE | $608 | $4,177-85.5% | $3,739-83.7% | $2,977-79.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $326 | $211+54.1% | $6,733-95.2% | $145+124.8% |