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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $99,403 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,710 | $91,439+169.8% | $135,974+81.4% | $71,511+245.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 10.95% | 29.90%-19.0pp | 68.30%-57.4pp | 28.86%-17.9pp |
| Employer contribution / active EE | $7,367 | $3,705+98.9% | $4,859+51.6% | $2,589+184.5% |
| Participant deferral / active EE | $9,160 | $7,093+29.1% | $7,760+18.0% | $4,291+113.5% |
| Admin fee / account holder | $585 | $1,267-53.8% | $10,767-94.6% | $1,588-63.2% |