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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,199 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,292 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $8,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,450 | $79,169-14.8% | $100,415-32.8% | $74,478-9.4% |
| Participation rate | 97.4% | 79.4%+18.0pp | 81.5%+15.9pp | 67.2%+30.2pp |
| Annual return | 17.70% | 20.51%-2.8pp | 49.47%-31.8pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $4,370 | $3,017+44.8% | $3,943+10.8% | $2,626+66.4% |
| Participant deferral / active EE | $17,145 | $7,751+121.2% | $8,091+111.9% | $4,350+294.1% |
| Admin fee / account holder | $395 | $1,337-70.5% | $7,906-95.0% | $1,946-79.7% |