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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,828 |
Service code 49 · EIN 59-2730348 | Other Services | $11,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,752 | $106,749-74.0% | $145,433-80.9% | $82,448-66.3% |
| Participation rate | 82.0% | 75.6%+6.3pp | 82.1%-0.2pp | 68.1%+13.9pp |
| Annual return | 17.77% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,669 | $3,444+6.5% | $4,554-19.4% | $2,551+43.8% |
| Participant deferral / active EE | $5,878 | $6,519-9.8% | $7,897-25.6% | $4,139+42.0% |
| Admin fee / account holder | $360 | $8,390-95.7% | $13,129-97.3% | $7,234-95.0% |