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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 |
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 | $92,076+11.6% | $105,608-2.7% | $77,714+32.2% |
| Participation rate | 85.5% | 81.0%+4.4pp | 75.3%+10.2pp | 70.6%+14.9pp |
| Annual return | 13.15% | 17.84%-4.7pp | 116.50%-103.4pp | 31.26%-18.1pp |
| Employer contribution / active EE | $985 | $3,370-70.8% | $3,167-68.9% | $2,727-63.9% |
| Participant deferral / active EE | $4,075 | $5,390-24.4% | $5,010-18.7% | $4,649-12.4% |
| Admin fee / account holder | $821 | $219+274.8% | $11,028-92.6% | $433+89.4% |