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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $51,620 |
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 | $52,849 | $216,269-75.6% | $143,799-63.2% | - |
| Participation rate | 87.9% | 60.2%+27.7pp | 80.3%+7.6pp | - |
| Annual return | -17.33% | -15.44%-1.9pp | -0.04%-17.3pp | - |
| Employer contribution / active EE | $1,447 | $1,888-23.3% | $4,952-70.8% | - |
| Participant deferral / active EE | $5,019 | $2,498+100.9% | $5,638-11.0% | - |
| Admin fee / account holder | $478 | $36,574-98.7% | $14,677-96.7% | - |