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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,690 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $11,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,034 | $73,839+15.2% | $143,788-40.9% | $68,495+24.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.99% | 1.01%-18.0pp | -0.03%-17.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $352 | $3,184-89.0% | $4,952-92.9% | $2,596-86.5% |
| Participant deferral / active EE | $1,164 | $3,384-65.6% | $5,638-79.4% | $4,028-71.1% |
| Admin fee / account holder | $362 | $5,755-93.7% | $14,675-97.5% | $5,403-93.3% |