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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $32,472 |
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 | $52,577 | $102,422-48.7% | $147,117-64.3% | $80,959-35.1% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 25.87% | 135.16%-109.3pp | 420.54%-394.7pp | 35.67%-9.8pp |
| Employer contribution / active EE | $7,257 | $3,717+95.2% | $4,932+47.1% | $2,757+163.2% |
| Participant deferral / active EE | $15,050 | $6,652+126.3% | $8,065+86.6% | $4,300+250.0% |
| Admin fee / account holder | $319 | $7,953-96.0% | $12,993-97.5% | $6,925-95.4% |