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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $70,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,798 | $61,338+167.0% | $149,717+9.4% | $71,495+129.1% |
| Participation rate | 97.6% | 62.5%+35.0pp | 78.8%+18.8pp | 67.9%+29.6pp |
| Annual return | 18.47% | 35.86%-17.4pp | 134.41%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $9,195 | $2,381+286.2% | $4,820+90.8% | $2,589+255.1% |
| Participant deferral / active EE | $11,528 | $2,919+294.9% | $5,682+102.9% | $4,291+168.7% |
| Admin fee / account holder | $332 | $1,263-73.7% | $13,213-97.5% | $1,588-79.1% |