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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 | $102,382-48.6% | $147,005-64.2% | $80,874-35.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.3pp | 67.6%+30.9pp |
| Annual return | 25.87% | 134.89%-109.0pp | 418.76%-392.9pp | 35.62%-9.8pp |
| Employer contribution / active EE | $7,257 | $3,715+95.3% | $4,934+47.1% | $2,756+163.3% |
| Participant deferral / active EE | $15,050 | $6,646+126.4% | $8,070+86.5% | $4,297+250.3% |
| Admin fee / account holder | $319 | $7,942-96.0% | $13,006-97.6% | $6,935-95.4% |