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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,981 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $12,065 |
Filed as: ASSOCIATED PENSION CONSULANTS Service code 13 | Contract Administrator | $11,820 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $5,680 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,590 | $49,199+4.9% | $121,210-57.4% | $75,177-31.4% |
| Participation rate | 61.3% | 55.4%+5.8pp | 69.5%-8.3pp | 67.2%-6.0pp |
| Annual return | 5.03% | 56.04%-51.0pp | 987.41%-982.4pp | 160.75%-155.7pp |
| Employer contribution / active EE | $3,251 | $1,547+110.1% | $4,171-22.1% | $2,671+21.7% |
| Participant deferral / active EE | $4,399 | $2,630+67.3% | $4,084+7.7% | $4,126+6.6% |
| Admin fee / account holder | $343 | $3,946-91.3% | $5,647-93.9% | $5,651-93.9% |