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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,990 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,934 |
Service code 10 · EIN 41-1360831 | Accounting | $9,700 |
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 | $115,978 | $58,320+98.9% | $86,451+34.2% | $66,949+73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.16% | -9.71%-5.4pp | 4398.51%-4413.7pp | 1.57%-16.7pp |
| Employer contribution / active EE | $2,140 | $2,615-18.2% | $3,770-43.2% | $2,545-15.9% |
| Participant deferral / active EE | $5,957 | $6,899-13.7% | $6,953-14.3% | $4,239+40.5% |
| Admin fee / account holder | $449 | $546-17.8% | $6,734-93.3% | $594-24.4% |