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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,071 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,128 |
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,763 | $122,042-71.5% | $184,243-81.1% | $74,429-53.3% |
| Participation rate | 71.4% | 85.5%-14.1pp | 86.8%-15.4pp | 67.2%+4.2pp |
| Annual return | 14.78% | 19.91%-5.1pp | 28.82%-14.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,848 | $4,538-59.3% | $6,427-71.2% | $2,625-29.6% |
| Participant deferral / active EE | $2,543 | $7,143-64.4% | $9,132-72.2% | $4,348-41.5% |
| Admin fee / account holder | $316 | $1,252-74.8% | $13,914-97.7% | $1,944-83.8% |