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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $26,677 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,485 |
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 | $117,991 | $81,358+45.0% | $155,556-24.1% | $80,959+45.7% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.2pp | 67.7%+29.8pp |
| Annual return | 14.71% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,800 | $3,106-9.9% | $4,675-40.1% | $2,757+1.6% |
| Participant deferral / active EE | $6,849 | $3,455+98.2% | $5,631+21.6% | $4,300+59.3% |
| Admin fee / account holder | $386 | $7,994-95.2% | $15,885-97.6% | $6,925-94.4% |