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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 86-1726596 69950 M62 · EDWARDSBURG, MI 49112 | Advisory (Plan) | $220,893 |
Service code 24 · EIN 93-2789379 1251 WATERFRONT PL., STE. 510 · PITTSBURGH, PA 15222 | Discretionary Trustee | $119,652 |
Service code 13 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Contract Administrator | $70,674 |
Service code 13 · EIN 83-3455979 855 MAIN ST · DUBUQUE, IA 520016823 | Contract Administrator | $48,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $76,099 | $122,585-37.9% | $184,256-58.7% | $200,096-62.0% |
| Participation rate | 38.6% | 86.9%-48.3pp | 86.8%-48.2pp | 72.0%-33.4pp |
| Annual return | 30.88% | 144.12%-113.2pp | 28.85%+2.0pp | 34.26%-3.4pp |
| Employer contribution / active EE | $1,550 | $4,571-66.1% | $6,427-75.9% | $3,038-49.0% |
| Participant deferral / active EE | $3,777 | $7,972-52.6% | $9,133-58.6% | $5,090-25.8% |
| Admin fee / account holder | $675 | $120+461.3% | $13,899-95.1% | $269+150.5% |