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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $71,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,932 | $58,312-33.2% | $86,656-55.1% | $71,529-45.6% |
| Participation rate | 60.3% | 65.0%-4.7pp | 71.7%-11.4pp | 67.9%-7.6pp |
| Annual return | 13.05% | 24.08%-11.0pp | 593.09%-580.0pp | 28.97%-15.9pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,774 | $3,439-19.3% | $4,439-37.5% | $4,291-35.3% |
| Admin fee / account holder | $359 | $1,057-66.0% | $5,619-93.6% | $1,588-77.4% |