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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1900215 | Contract Administrator | $109,459 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,488 | $101,591+163.3% | $147,096+81.8% | $74,429+259.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.16% | 8746.45%-8735.3pp | 419.75%-408.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $7,679 | $3,813+101.4% | $4,936+55.6% | $2,625+192.6% |
| Participant deferral / active EE | $10,281 | $7,302+40.8% | $8,071+27.4% | $4,348+136.4% |
| Admin fee / account holder | $612 | $1,750-65.1% | $13,005-95.3% | $1,944-68.5% |