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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,334 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,047 | $58,888+18.9% | $178,499-60.8% | $73,493-4.7% |
| Participation rate | 89.5% | 66.2%+23.2pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 20.25% | 24.86%-4.6pp | 151.10%-130.9pp | 28.51%-8.3pp |
| Employer contribution / active EE | $3,262 | $2,236+45.9% | $5,011-34.9% | $2,270+43.7% |
| Participant deferral / active EE | $6,944 | $2,568+170.4% | $5,202+33.5% | $3,740+85.7% |
| Admin fee / account holder | $344 | $400-14.1% | $13,986-97.5% | $513-33.0% |