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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $25,767 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,996 |
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 | $78,945 | $91,439-13.7% | $135,974-41.9% | $71,511+10.4% |
| Participation rate | 72.2% | 75.7%-3.5pp | 81.9%-9.7pp | 67.9%+4.2pp |
| Annual return | 18.23% | 29.90%-11.7pp | 68.30%-50.1pp | 28.86%-10.6pp |
| Employer contribution / active EE | $2,382 | $3,705-35.7% | $4,859-51.0% | $2,589-8.0% |
| Participant deferral / active EE | $5,830 | $7,093-17.8% | $7,760-24.9% | $4,291+35.9% |
| Admin fee / account holder | $501 | $1,267-60.4% | $10,767-95.3% | $1,588-68.4% |