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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,765 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,996 |
OLSEN THIELEN & CO., LTD.4 years Service code 10 · EIN 41-1360831 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,932 | $85,515+391.1% | $112,040+274.8% | $67,986+517.7% |
| Participation rate | 95.2% | 68.2%+27.0pp | 76.5%+18.7pp | 57.2%+38.0pp |
| Annual return | 12.06% | 29.68%-17.6pp | 24.52%-12.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $5,915 | $2,191+170.0% | $2,954+100.2% | $2,019+193.0% |
| Participant deferral / active EE | $9,743 | $4,014+142.7% | $5,098+91.1% | $3,358+190.1% |
| Admin fee / account holder | $703 | $3,774-81.4% | $12,098-94.2% | $3,203-78.0% |