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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,453 |
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 | $98,495 | $80,705+22.0% | $115,768-14.9% | $67,986+44.9% |
| Participation rate | 99.1% | 63.0%+36.1pp | 74.4%+24.7pp | 57.2%+41.9pp |
| Annual return | 20.26% | 18.49%+1.8pp | 100.46%-80.2pp | 31.67%-11.4pp |
| Employer contribution / active EE | $2,935 | $2,046+43.4% | $2,940-0.2% | $2,019+45.4% |
| Participant deferral / active EE | $18,451 | $3,559+418.4% | $4,917+275.3% | $3,358+449.5% |
| Admin fee / account holder | $356 | $4,135-91.4% | $12,439-97.1% | $3,203-88.9% |