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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $58,104 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,101 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,539 | $82,972-22.2% | $103,374-37.6% | $77,671-16.9% |
| Participation rate | 68.6% | 71.5%-2.9pp | 74.5%-5.9pp | 70.6%-2.0pp |
| Annual return | 10.00% | 19.14%-9.1pp | 24.89%-14.9pp | 31.21%-21.2pp |
| Employer contribution / active EE | $2,876 | $3,554-19.1% | $3,869-25.7% | $2,726+5.5% |
| Participant deferral / active EE | $3,770 | $4,108-8.2% | $5,058-25.5% | $4,648-18.9% |
| Admin fee / account holder | $367 | $639-42.5% | $8,394-95.6% | $430-14.7% |