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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $79,257 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $55,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,024 | $104,497+33.0% | $159,487-12.8% | $79,389+75.1% |
| Participation rate | 93.0% | 76.6%+16.3pp | 82.8%+10.1pp | 70.7%+22.3pp |
| Annual return | 11.58% | 67.98%-56.4pp | 263.71%-252.1pp | 116.89%-105.3pp |
| Employer contribution / active EE | $176 | $3,418-94.9% | $4,831-96.4% | $2,428-92.8% |
| Participant deferral / active EE | $10,059 | $6,468+55.5% | $7,354+36.8% | $4,046+148.6% |
| Admin fee / account holder | $454 | $711-36.2% | $10,804-95.8% | $626-27.5% |