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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,558 |
HENSEN & HASLAM3 years Service code 27 | Advisory (Plan) | $15,822 |
HESEN & HASLAM3 years Service code 27 · EIN 46-4735958 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,679 | $82,674-48.4% | $125,381-66.0% | $68,486-37.7% |
| Participation rate | 13.2% | 75.1%-61.8pp | 82.4%-69.1pp | 67.9%-54.7pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,156 | $3,382-36.3% | $4,815-55.2% | $2,597-17.0% |
| Participant deferral / active EE | $4,160 | $6,111-31.9% | $7,448-44.1% | $4,028+3.3% |
| Admin fee / account holder | $437 | $6,277-93.0% | $10,007-95.6% | $5,404-91.9% |