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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,657 |
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 | $60,875 | $61,815-1.5% | $97,295-37.4% | $80,959-24.8% |
| Participation rate | 98.8% | 63.5%+35.4pp | 72.7%+26.2pp | 67.7%+31.2pp |
| Annual return | 14.84% | -558.73%+573.6pp | 75.62%-60.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $6,634 | $1,836+261.3% | $2,723+143.6% | $2,757+140.6% |
| Participant deferral / active EE | $11,484 | $3,027+279.4% | $4,264+169.4% | $4,300+167.0% |
| Admin fee / account holder | $555 | $5,166-89.3% | $5,646-90.2% | $6,925-92.0% |