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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,914 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $14,786 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,738 | $63,114-13.3% | $92,915-41.1% | $65,186-16.0% |
| Participation rate | 73.6% | 68.8%+4.8pp | 76.0%-2.4pp | 70.2%+3.4pp |
| Annual return | 16.39% | 28.75%-12.4pp | 109.45%-93.1pp | 29.39%-13.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,700 | $3,108-13.1% | $4,238-36.3% | $3,514-23.2% |
| Admin fee / account holder | $300 | $624-51.9% | $5,796-94.8% | $847-64.6% |