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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,626 |
INSTITUTIONAL INVESTMENT COUNSEL5+ years Service code 16 · EIN 81-0635433 | Consulting | $15,000 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $9,750 |
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 | $97,048 | $63,471+52.9% | $68,803+41.1% | $66,949+45.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -11.35% | -8.29%-3.1pp | -6.37%-5.0pp | 1.57%-12.9pp |
| Employer contribution / active EE | $6,786 | $1,776+282.1% | $2,656+155.5% | $2,545+166.6% |
| Participant deferral / active EE | $8,464 | $2,946+187.3% | $3,942+114.7% | $4,239+99.7% |
| Admin fee / account holder | $336 | $578-41.8% | $4,936-93.2% | $594-43.4% |