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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 | $102,422-15.1% | $147,117-40.9% | $80,959+7.5% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 18.46% | 135.16%-116.7pp | 420.54%-402.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $8,874 | $3,717+138.7% | $4,932+79.9% | $2,757+221.9% |
| Participant deferral / active EE | $34,586 | $6,652+419.9% | $8,065+328.9% | $4,300+704.3% |
| Admin fee / account holder | $395 | $7,953-95.0% | $12,993-97.0% | $6,925-94.3% |