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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 | $88,360+230.7% | $145,433+100.9% | $67,986+329.8% |
| Participation rate | 99.2% | 65.5%+33.7pp | 82.1%+17.0pp | 57.2%+42.0pp |
| Annual return | 11.52% | 63.15%-51.6pp | 66.58%-55.1pp | 31.67%-20.1pp |
| Employer contribution / active EE | $8,474 | $3,054+177.5% | $4,554+86.1% | $2,019+319.8% |
| Participant deferral / active EE | $10,367 | $5,932+74.8% | $7,897+31.3% | $3,358+208.7% |
| Admin fee / account holder | $672 | $3,313-79.7% | $13,129-94.9% | $3,203-79.0% |