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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 | $83,843+123.6% | $123,973+51.2% | $65,306+187.0% |
| Participation rate | 90.2% | 56.0%+34.2pp | 76.7%+13.5pp | 57.7%+32.5pp |
| Annual return | 4.19% | 19.87%-15.7pp | 388.13%-383.9pp | 21.94%-17.7pp |
| Employer contribution / active EE | $12,918 | $2,873+349.6% | $4,126+213.1% | $1,967+556.6% |
| Participant deferral / active EE | $4,858 | $2,997+62.1% | $5,247-7.4% | $2,959+64.2% |
| Admin fee / account holder | $336 | $4,735-92.9% | $11,799-97.2% | $3,480-90.3% |