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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,058+289.3% | $152,301+91.9% | $64,340+354.2% |
| Participation rate | 99.2% | 60.9%+38.3pp | 82.4%+16.7pp | 55.2%+43.9pp |
| Annual return | 11.52% | 29.93%-18.4pp | 80.50%-69.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $8,474 | $2,605+225.3% | $4,624+83.2% | $1,862+355.2% |
| Participant deferral / active EE | $10,367 | $5,041+105.7% | $8,004+29.5% | $2,980+247.9% |
| Admin fee / account holder | $672 | $4,050-83.4% | $14,398-95.3% | $3,703-81.8% |