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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,792 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,436 | $90,170+107.9% | $150,734+24.3% | $69,733+168.8% |
| Participation rate | 90.2% | 60.2%+30.0pp | 78.4%+11.8pp | 62.5%+27.7pp |
| Annual return | 4.19% | 16.56%-12.4pp | 600.81%-596.6pp | 15.22%-11.0pp |
| Employer contribution / active EE | $12,918 | $3,428+276.8% | $4,918+162.7% | $2,250+474.1% |
| Participant deferral / active EE | $4,858 | $3,086+57.4% | $5,610-13.4% | $3,054+59.0% |
| Admin fee / account holder | $336 | $4,600-92.7% | $14,905-97.7% | $3,102-89.2% |