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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 | $80,674+132.3% | $119,126+57.3% | $64,340+191.3% |
| Participation rate | 90.2% | 55.2%+35.0pp | 75.8%+14.4pp | 55.2%+34.9pp |
| Annual return | 4.19% | 26.86%-22.7pp | 282.11%-277.9pp | 24.14%-19.9pp |
| Employer contribution / active EE | $12,918 | $2,564+403.8% | $4,034+220.3% | $1,862+593.9% |
| Participant deferral / active EE | $4,858 | $3,053+59.1% | $5,318-8.7% | $2,980+63.0% |
| Admin fee / account holder | $336 | $4,559-92.6% | $10,693-96.9% | $3,703-90.9% |