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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,354 |
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 | $72,943 | $55,713+30.9% | $75,894-3.9% | $72,983-0.1% |
| Participation rate | 98.9% | 61.1%+37.7pp | 69.3%+29.6pp | 69.5%+29.4pp |
| Annual return | 26.04% | 27.60%-1.6pp | 30.76%-4.7pp | 81.01%-55.0pp |
| Employer contribution / active EE | $8,576 | $1,687+408.4% | $2,501+242.9% | $2,440+251.5% |
| Participant deferral / active EE | $6,535 | $2,634+148.1% | $3,603+81.4% | $3,608+81.2% |
| Admin fee / account holder | $375 | $3,980-90.6% | $5,420-93.1% | $5,124-92.7% |