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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $84,442 |
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.
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 | $230,559 | $89,367+158.0% | $141,191+63.3% | $72,975+215.9% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 5.33% | 111.87%-106.5pp | 71.41%-66.1pp | 81.01%-75.7pp |
| Employer contribution / active EE | $6,768 | $3,115+117.3% | $4,736+42.9% | $2,440+177.4% |
| Participant deferral / active EE | $8,980 | $5,419+65.7% | $6,710+33.8% | $3,608+148.9% |
| Admin fee / account holder | $571 | $5,957-90.4% | $10,264-94.4% | $5,124-88.9% |