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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC3+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $18,331 |
MOWAT, MACKIE & ANDERSON, LLP3+ 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.
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 | $35,392 | $80,753-56.2% | $136,298-74.0% | $62,293-43.2% |
| Participation rate | 24.3% | 73.5%-49.2pp | 81.9%-57.6pp | 69.5%-45.2pp |
| Annual return | 13.30% | 35.83%-22.5pp | 5156.27%-5143.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,572 | $5,164-69.6% | $6,247-74.8% | $3,169-50.4% |
| Admin fee / account holder | $458 | $525-12.9% | $9,244-95.0% | $479-4.5% |