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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,316 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $16,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,886 | $50,637+42.0% | $86,582-17.0% | $62,293+15.4% |
| Participation rate | 81.4% | 67.9%+13.5pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 21.04% | 20.80%+0.2pp | 965.08%-944.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,985 | $2,075+43.8% | $2,839+5.1% | $2,042+46.2% |
| Participant deferral / active EE | $12,736 | $2,611+387.8% | $3,609+252.9% | $3,169+301.9% |
| Admin fee / account holder | $311 | $413-24.7% | $4,904-93.7% | $479-35.1% |