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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,987 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,187 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,807 | $86,949+90.7% | $102,460+61.8% | $80,959+104.8% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 13.10% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $508 | $2,370-78.6% | $3,025-83.2% | $2,757-81.6% |
| Participant deferral / active EE | $6,016 | $4,121+46.0% | $5,056+19.0% | $4,300+39.9% |
| Admin fee / account holder | $458 | $8,048-94.3% | $9,460-95.2% | $6,925-93.4% |