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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,733 |
Service code 13 · EIN 36-4212397 | Contract Administrator | $15,654 |
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 | $159,367 | $122,042+30.6% | $184,260-13.5% | $74,459+114.0% |
| Participation rate | 95.5% | 85.5%+10.0pp | 86.8%+8.6pp | 67.2%+28.2pp |
| Annual return | 15.26% | 19.91%-4.7pp | 28.84%-13.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,509 | $4,537-44.7% | $6,427-61.0% | $2,626-4.5% |
| Participant deferral / active EE | $10,215 | $7,143+43.0% | $9,133+11.8% | $4,350+134.8% |
| Admin fee / account holder | $322 | $1,252-74.3% | $13,898-97.7% | $1,945-83.4% |