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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,229 | $61,356-32.8% | $149,696-72.5% | $71,511-42.3% |
| Participation rate | 80.9% | 62.5%+18.3pp | 78.8%+2.1pp | 67.9%+12.9pp |
| Annual return | 15.60% | 35.86%-20.3pp | 134.46%-118.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,488 | $2,382-37.5% | $4,821-69.1% | $2,589-42.5% |
| Participant deferral / active EE | $4,823 | $2,920+65.2% | $5,682-15.1% | $4,291+12.4% |
| Admin fee / account holder | $622 | $1,263-50.8% | $13,212-95.3% | $1,588-60.9% |