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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 51-6129775 | Advisory (Plan) | $292,185 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,805 |
Service code 14 · EIN 13-6106830 | Plan Administrator | $45,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,759 | $66,650-16.3% | $92,915-40.0% | $67,582-17.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.17% | 92.64%-76.5pp | 109.45%-93.3pp | 378.57%-362.4pp |
| Employer contribution / active EE | $7,560 | $2,777+172.3% | $3,653+106.9% | $2,148+252.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $423 | $199+112.3% | $5,796-92.7% | $142+196.9% |