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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,707 |
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $58,675 |
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 | $129,027 | $101,653+26.9% | $147,080-12.3% | $74,459+73.3% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.2%+3.8pp | 67.2%+18.7pp |
| Annual return | 16.54% | 8754.98%-8738.4pp | 420.17%-403.6pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,689 | $7,304+87.4% | $8,066+69.7% | $4,350+214.7% |
| Admin fee / account holder | $531 | $1,752-69.7% | $12,989-95.9% | $1,945-72.7% |