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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $26,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,154 |
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 | $120,215 | $106,749+12.6% | $145,433-17.3% | $82,448+45.8% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+26.0pp |
| Annual return | 27.06% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $5,388 | $3,444+56.4% | $4,554+18.3% | $2,551+111.2% |
| Participant deferral / active EE | $26,387 | $6,519+304.8% | $7,897+234.1% | $4,139+537.5% |
| Admin fee / account holder | $356 | $8,390-95.8% | $13,129-97.3% | $7,234-95.1% |