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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $104,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,630 | $82,674+189.8% | $125,381+91.1% | $68,486+249.9% |
| Participation rate | 96.7% | 75.1%+21.7pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -10.32% | -5.97%-4.4pp | 572.31%-582.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $7,752 | $3,382+129.2% | $4,815+61.0% | $2,597+198.5% |
| Participant deferral / active EE | $9,996 | $6,111+63.6% | $7,448+34.2% | $4,028+148.2% |
| Admin fee / account holder | $669 | $6,277-89.3% | $10,007-93.3% | $5,404-87.6% |