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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,245 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,908 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $4,030 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $75,337 | $78,636-4.2% | $105,607-28.7% | $74,459+1.2% |
| Participation rate | 99.0% | 72.8%+26.3pp | 75.3%+23.8pp | 67.2%+31.8pp |
| Annual return | 16.70% | 15.96%+0.7pp | 116.11%-99.4pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $2,660 | $2,523+5.4% | $3,167-16.0% | $2,626+1.3% |
| Participant deferral / active EE | $7,634 | $4,322+76.6% | $5,011+52.3% | $4,350+75.5% |
| Admin fee / account holder | $446 | $2,220-79.9% | $10,958-95.9% | $1,945-77.1% |