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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,598 |
THE MANDMARBLESTONE GROUP LLC5+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $3,670 |
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 | $160,200 | $93,182+71.9% | $146,685+9.2% | $79,393+101.8% |
| Participation rate | 91.0% | 76.4%+14.5pp | 80.1%+10.9pp | 70.7%+20.3pp |
| Annual return | 13.14% | 21.61%-8.5pp | 22.75%-9.6pp | 116.87%-103.7pp |
| Employer contribution / active EE | $2,089 | $2,420-13.7% | $4,137-49.5% | $2,428-14.0% |
| Participant deferral / active EE | $7,707 | $4,169+84.9% | $5,507+40.0% | $4,046+90.5% |
| Admin fee / account holder | $344 | $585-41.2% | $10,281-96.7% | $627-45.1% |