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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 | $102,429-48.7% | $147,096-64.3% | $80,925-35.0% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 25.87% | 135.02%-109.2pp | 419.75%-393.9pp | 35.65%-9.8pp |
| Employer contribution / active EE | $7,257 | $3,716+95.3% | $4,936+47.0% | $2,756+163.3% |
| Participant deferral / active EE | $15,050 | $6,649+126.4% | $8,071+86.5% | $4,299+250.1% |
| Admin fee / account holder | $319 | $7,957-96.0% | $13,005-97.6% | $6,940-95.4% |