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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $31,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,435 |
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 | $87,004 | $102,429-15.1% | $147,096-40.9% | $80,925+7.5% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 18.46% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $8,874 | $3,716+138.8% | $4,936+79.8% | $2,756+222.0% |
| Participant deferral / active EE | $34,586 | $6,649+420.2% | $8,071+328.5% | $4,299+704.6% |
| Admin fee / account holder | $395 | $7,957-95.0% | $13,005-97.0% | $6,940-94.3% |