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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,698 | $85,135-39.3% | $98,920-47.7% | $73,412-29.6% |
| Participation rate | 94.8% | 81.1%+13.7pp | 76.0%+18.8pp | 72.2%+22.6pp |
| Annual return | 2.87% | 19.14%-16.3pp | 196.47%-193.6pp | 59.30%-56.4pp |
| Employer contribution / active EE | $2,806 | $2,721+3.1% | $2,689+4.3% | $2,234+25.6% |
| Participant deferral / active EE | $5,471 | $4,349+25.8% | $4,245+28.9% | $3,806+43.8% |
| Admin fee / account holder | $326 | $139+133.8% | $6,643-95.1% | $158+106.2% |