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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $36,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,507 |
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 | $187,465 | $86,949+115.6% | $102,460+83.0% | $80,959+131.6% |
| Participation rate | 91.1% | 72.4%+18.8pp | 76.5%+14.6pp | 67.7%+23.5pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,279 | $2,370-3.8% | $3,025-24.7% | $2,757-17.3% |
| Participant deferral / active EE | $11,860 | $4,121+187.8% | $5,056+134.6% | $4,300+175.8% |
| Admin fee / account holder | $468 | $8,048-94.2% | $9,460-95.1% | $6,925-93.2% |