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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $120,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,209 | $90,107+224.3% | $182,262+60.3% | $69,733+319.0% |
| Participation rate | 99.2% | 64.8%+34.3pp | 84.2%+15.0pp | 62.5%+36.7pp |
| Annual return | 11.52% | 95.58%-84.1pp | 140.60%-129.1pp | 15.22%-3.7pp |
| Employer contribution / active EE | $8,474 | $3,043+178.5% | $5,046+67.9% | $2,250+276.6% |
| Participant deferral / active EE | $10,367 | $5,135+101.9% | $8,276+25.3% | $3,054+239.4% |
| Admin fee / account holder | $672 | $3,377-80.1% | $16,712-96.0% | $3,102-78.3% |