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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-2725182 | Contract Administrator | $8,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,561 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,601 | $55,437-44.8% | $155,534-80.3% | $74,459-58.9% |
| Participation rate | 80.5% | 61.9%+18.6pp | 78.2%+2.3pp | 67.2%+13.3pp |
| Annual return | 10.18% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,966 | $2,266-13.2% | $4,675-57.9% | $2,626-25.1% |
| Participant deferral / active EE | $2,408 | $2,837-15.1% | $5,630-57.2% | $4,350-44.6% |
| Admin fee / account holder | $315 | $1,742-81.9% | $15,900-98.0% | $1,945-83.8% |