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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $100,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,211 | $105,198+174.9% | $159,455+81.4% | $85,856+236.9% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 28.89% | 45.08%-16.2pp | 263.63%-234.7pp | 318.58%-289.7pp |
| Employer contribution / active EE | $7,398 | $3,319+122.9% | $4,830+53.2% | $2,565+188.4% |
| Participant deferral / active EE | $9,322 | $5,946+56.8% | $7,353+26.8% | $3,952+135.9% |
| Admin fee / account holder | $633 | $6,934-90.9% | $10,800-94.1% | $6,261-89.9% |