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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.1 year Filed as: WINDES INC. Service code 10 · EIN 95-3001179 | Accounting | $22,200 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,056 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,820 | $97,550-64.3% | $120,344-71.1% | $87,485-60.2% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | -64.19% | 18.41%-82.6pp | 20.30%-84.5pp | 26.06%-90.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,151 | $9,543-87.9% | $12,742-91.0% | $7,775-85.2% |