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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $49,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,316 |
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 | $172,302 | $84,936+102.9% | $111,303+54.8% | $79,393+117.0% |
| Participation rate | 92.7% | 75.9%+16.9pp | 77.3%+15.4pp | 70.7%+22.0pp |
| Annual return | 16.52% | 17.45%-0.9pp | 54.66%-38.1pp | 116.87%-100.4pp |
| Employer contribution / active EE | $2,836 | $1,979+43.3% | $2,731+3.8% | $2,428+16.8% |
| Participant deferral / active EE | $9,191 | $3,888+136.4% | $4,487+104.8% | $4,046+127.2% |
| Admin fee / account holder | $363 | $537-32.4% | $7,966-95.4% | $627-42.0% |