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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 | $81,276+68.7% | $155,574-11.8% | $80,925+69.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.20% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $8,118 | $3,103+161.6% | $4,676+73.6% | $2,756+194.5% |
| Participant deferral / active EE | $4,549 | $3,453+31.8% | $5,629-19.2% | $4,299+5.8% |
| Admin fee / account holder | $6,564 | $7,993-17.9% | $15,914-58.8% | $6,940-5.4% |