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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $54,301 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $10,360 |
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 | $126,635 | $73,638+72.0% | $95,964+32.0% | $73,497+72.3% |
| Participation rate | 93.1% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 17.21% | 16.78%+0.4pp | 91.64%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,752 | $1,863-6.0% | $2,541-31.1% | $2,270-22.8% |
| Participant deferral / active EE | $3,017 | $3,617-16.6% | $4,167-27.6% | $3,740-19.3% |
| Admin fee / account holder | $502 | $482+4.1% | $6,797-92.6% | $513-2.1% |