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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,930 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,139 | $81,233+68.8% | $155,567-11.8% | $80,874+69.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.20% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $8,118 | $3,101+161.8% | $4,674+73.7% | $2,756+194.6% |
| Participant deferral / active EE | $4,549 | $3,452+31.8% | $5,628-19.2% | $4,297+5.9% |
| Admin fee / account holder | $6,564 | $7,998-17.9% | $15,916-58.8% | $6,935-5.3% |