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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1291257 | Contract Administrator | $62,117 |
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 | $101,736 | $55,423+83.6% | $155,602-34.6% | $74,400+36.7% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 12.42% | 269.07%-256.7pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $2,019 | $2,266-10.9% | $4,675-56.8% | $2,624-23.1% |
| Participant deferral / active EE | $3,236 | $2,835+14.2% | $5,629-42.5% | $4,348-25.6% |
| Admin fee / account holder | $396 | $1,744-77.3% | $15,923-97.5% | $1,944-79.6% |