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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 | $80,332+133.3% | $107,187+74.9% | $64,097+192.4% |
| Participation rate | 90.2% | 54.4%+35.8pp | 75.0%+15.2pp | 55.2%+35.0pp |
| Annual return | 4.19% | 24.26%-20.1pp | 204.55%-200.4pp | 34.64%-30.4pp |
| Employer contribution / active EE | $12,918 | $2,501+416.5% | $3,782+241.5% | $1,891+583.0% |
| Participant deferral / active EE | $4,858 | $3,109+56.3% | $5,096-4.7% | $3,080+57.7% |
| Admin fee / account holder | $336 | $4,314-92.2% | $9,162-96.3% | $3,454-90.3% |