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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 | $101,591+24.7% | $147,096-13.9% | $74,429+70.2% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.0pp |
| Annual return | 14.54% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,145 | $3,813-17.5% | $4,936-36.3% | $2,625+19.8% |
| Participant deferral / active EE | $8,715 | $7,302+19.3% | $8,071+8.0% | $4,348+100.4% |
| Admin fee / account holder | $323 | $1,750-81.6% | $13,005-97.5% | $1,944-83.4% |