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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,404 | $165,584+123.1% | $142,942+158.4% | $137,256+169.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 12.53% | 164.22%-151.7pp | 113.70%-101.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,311 | $4,725-29.9% | $4,139-20.0% | $4,156-20.3% |
| Participant deferral / active EE | $1,633 | $8,194-80.1% | $7,128-77.1% | $6,407-74.5% |
| Admin fee / account holder | $7,118 | $16,167-56.0% | $12,475-42.9% | $12,270-42.0% |