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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC2+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $19,052 |
MOWAT, MACKIE & ANDERSON, LLP2+ years Service code 10 · EIN 94-6357165 | Accounting | $10,050 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,114 | $75,183-48.0% | $123,894-68.4% | $55,167-29.1% |
| Participation rate | 20.2% | 72.8%-52.6pp | 81.4%-61.2pp | 69.0%-48.8pp |
| Annual return | 2.18% | 19.01%-16.8pp | 47.52%-45.3pp | 169.23%-167.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,396 | $5,084-72.5% | $5,984-76.7% | $3,054-54.3% |
| Admin fee / account holder | $511 | $663-22.9% | $8,357-93.9% | $504+1.3% |