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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,841 |
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 | $94,393 | $91,439+3.2% | $135,974-30.6% | $71,511+32.0% |
| Participation rate | 73.7% | 75.7%-2.0pp | 81.9%-8.3pp | 67.9%+5.7pp |
| Annual return | 22.82% | 29.90%-7.1pp | 68.30%-45.5pp | 28.86%-6.0pp |
| Employer contribution / active EE | $2,027 | $3,705-45.3% | $4,859-58.3% | $2,589-21.7% |
| Participant deferral / active EE | $4,553 | $7,093-35.8% | $7,760-41.3% | $4,291+6.1% |
| Admin fee / account holder | $335 | $1,267-73.5% | $10,767-96.9% | $1,588-78.9% |