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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $80,832 |
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 | $224,657 | $73,102+207.3% | $123,553+81.8% | $56,289+299.1% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.1pp |
| Annual return | 9.04% | 3.01%+6.0pp | 119.21%-110.2pp | -9.96%+19.0pp |
| Employer contribution / active EE | $6,246 | $2,977+109.8% | $4,628+35.0% | $2,111+195.9% |
| Participant deferral / active EE | $8,081 | $5,423+49.0% | $6,426+25.7% | $3,350+141.2% |
| Admin fee / account holder | $569 | $554+2.8% | $9,284-93.9% | $521+9.3% |