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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $88,796 |
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 | $229,234 | $213,957+7.1% | $149,745+53.1% | - |
| Participation rate | 96.0% | 79.5%+16.4pp | 82.5%+13.5pp | - |
| Annual return | 1.07% | 9.83%-8.8pp | 276.72%-275.7pp | - |
| Employer contribution / active EE | $6,330 | $3,868+63.6% | $4,646+36.3% | - |
| Participant deferral / active EE | $8,271 | $6,177+33.9% | $6,843+20.9% | - |
| Admin fee / account holder | $580 | $24,510-97.6% | $9,312-93.8% | - |