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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $133,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $96,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,713 | $92,186+11.4% | $105,624-2.8% | $77,762+32.1% |
| Participation rate | 85.5% | 81.0%+4.4pp | 75.3%+10.2pp | 70.6%+14.9pp |
| Annual return | 13.15% | 17.83%-4.7pp | 116.20%-103.1pp | 31.27%-18.1pp |
| Employer contribution / active EE | $985 | $3,376-70.8% | $3,168-68.9% | $2,728-63.9% |
| Participant deferral / active EE | $4,075 | $5,395-24.5% | $5,013-18.7% | $4,651-12.4% |
| Admin fee / account holder | $821 | $219+274.7% | $10,961-92.5% | $433+89.6% |