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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $27,243 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,351 |
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 | $116,065 | $95,453+21.6% | $112,040+3.6% | $82,448+40.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.76% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,780 | $2,318+20.0% | $2,954-5.9% | $2,551+9.0% |
| Participant deferral / active EE | $7,350 | $4,224+74.0% | $5,098+44.2% | $4,139+77.6% |
| Admin fee / account holder | $400 | $9,013-95.6% | $12,098-96.7% | $7,234-94.5% |