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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,719 | $77,816+71.8% | $123,552+8.2% | $64,173+108.4% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -3.45% | 12.49%-15.9pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,506 | $3,014+149.0% | $4,628+62.2% | $2,381+215.3% |
| Participant deferral / active EE | $4,865 | $5,240-7.2% | $6,426-24.3% | $3,470+40.2% |
| Admin fee / account holder | $376 | $5,519-93.2% | $9,285-95.9% | $4,887-92.3% |