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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Claims processing; Consulting (pensio... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,070 | $72,254+19.1% | $86,677-0.7% | $64,808+32.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -17.33% | 392.42%-409.8pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $6,795 | $2,393+184.0% | $2,836+139.6% | $2,506+171.2% |
| Participant deferral / active EE | $4,383 | $4,658-5.9% | $4,656-5.9% | $4,310+1.7% |
| Admin fee / account holder | $425 | $174+144.3% | $7,493-94.3% | $188+126.3% |