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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $138,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,917 | $89,435+132.5% | $164,975+26.0% | $77,714+167.5% |
| Participation rate | 97.0% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.5pp |
| Annual return | 14.81% | 28.82%-14.0pp | 70.12%-55.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $4,004 | $2,563+56.2% | $4,343-7.8% | $2,727+46.8% |
| Participant deferral / active EE | $7,882 | $4,901+60.8% | $6,033+30.6% | $4,649+69.5% |
| Admin fee / account holder | $474 | $340+39.5% | $12,688-96.3% | $433+9.4% |