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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,475 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,165 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,974 | $43,496+125.3% | $161,489-39.3% | $64,340+52.3% |
| Participation rate | 96.7% | 53.5%+43.1pp | 78.7%+18.0pp | 55.2%+41.4pp |
| Annual return | 4.90% | 20.76%-15.9pp | 89.72%-84.8pp | 24.14%-19.2pp |
| Employer contribution / active EE | $489 | $1,431-65.8% | $4,268-88.5% | $1,862-73.7% |
| Participant deferral / active EE | $5,129 | $1,996+157.0% | $5,630-8.9% | $2,980+72.1% |
| Admin fee / account holder | $474 | $2,330-79.6% | $16,006-97.0% | $3,703-87.2% |