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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $39,886 |
NICOL ADVISORS CORP1 year Service code 27 · EIN 20-3314636 | Advisory (Plan) | $13,195 |
Service code 15 · EIN 43-0743199 | Recordkeeping | $7,540 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,471 | $66,319-29.9% | $93,621-50.4% | $65,185-28.7% |
| Participation rate | 75.4% | 74.0%+1.4pp | 75.8%-0.4pp | 70.2%+5.2pp |
| Annual return | 16.26% | 42.59%-26.3pp | 32.76%-16.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $1,452 | $2,013-27.9% | $2,719-46.6% | $2,177-33.3% |
| Participant deferral / active EE | $3,178 | $3,343-4.9% | $4,070-21.9% | $3,514-9.5% |
| Admin fee / account holder | $347 | $6,900-95.0% | $7,890-95.6% | $847-59.1% |