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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,766 | $78,428+119.0% | $95,960+79.0% | $79,852+115.1% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 11.26% | 19.37%-8.1pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $4,412 | $1,945+126.8% | $2,541+73.6% | $2,471+78.6% |
| Participant deferral / active EE | $11,926 | $3,440+246.7% | $4,167+186.2% | $3,740+218.8% |
| Admin fee / account holder | $352 | $5,622-93.7% | $6,797-94.8% | $5,306-93.4% |