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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 72-0343760 | Advisory (Plan) | $102,125 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,646 | $85,766+254.0% | $136,298+122.8% | $70,126+333.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.05% | 31.46%-23.4pp | 5156.27%-5148.2pp | 73.15%-65.1pp |
| Employer contribution / active EE | $3,804 | $2,966+28.2% | $4,696-19.0% | $2,343+62.4% |
| Participant deferral / active EE | $7,646 | $5,051+51.4% | $6,247+22.4% | $3,332+129.5% |
| Admin fee / account holder | $896 | $5,421-83.5% | $9,244-90.3% | $4,645-80.7% |