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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,274 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,281 |
401K SAFE1 year Filed as: 401K SAFE 3(16), LLC Service code 49 · EIN 83-0824803 | Other Services | $5,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,125 | $60,393+135.3% | $81,820+73.7% | $74,429+91.0% |
| Participation rate | 56.8% | 62.9%-6.1pp | 72.4%-15.6pp | 67.2%-10.4pp |
| Annual return | 16.42% | 16.89%-0.5pp | 777.93%-761.5pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,141 | $2,626-18.5% | $2,915-26.6% | $2,625-18.4% |
| Participant deferral / active EE | $4,824 | $3,397+42.0% | $4,323+11.6% | $4,348+10.9% |
| Admin fee / account holder | $459 | $1,491-69.2% | $7,391-93.8% | $1,944-76.4% |