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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4237885 | Advisory (Plan) | $23,195 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,205 |
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 | $126,712 | $101,672+24.6% | $147,117-13.9% | $74,478+70.1% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.0pp |
| Annual return | 14.54% | 8757.83%-8743.3pp | 420.54%-406.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $3,145 | $3,813-17.5% | $4,932-36.2% | $2,626+19.8% |
| Participant deferral / active EE | $8,715 | $7,305+19.3% | $8,065+8.1% | $4,350+100.3% |
| Admin fee / account holder | $323 | $1,753-81.6% | $12,993-97.5% | $1,946-83.4% |