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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $22,978 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,444 |
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 | $92,764 | $86,940+6.7% | $102,434-9.4% | $80,935+14.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 29.16% | 18.89%+10.3pp | 29.46%-0.3pp | 35.66%-6.5pp |
| Employer contribution / active EE | $2,564 | $2,370+8.2% | $3,023-15.2% | $2,757-7.0% |
| Participant deferral / active EE | $6,420 | $4,121+55.8% | $5,055+27.0% | $4,299+49.3% |
| Admin fee / account holder | $344 | $8,047-95.7% | $9,462-96.4% | $6,924-95.0% |