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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,982 | $73,459+406.4% | $178,449+108.5% | $74,400+400.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 17.65% | 17.50%+0.1pp | 27.09%-9.4pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $16,471 | $2,219+642.4% | $3,951+316.9% | $2,624+527.6% |
| Participant deferral / active EE | $17,302 | $4,515+283.3% | $6,277+175.7% | $4,348+297.9% |
| Admin fee / account holder | $362 | $1,812-80.0% | $10,362-96.5% | $1,944-81.4% |