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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $22,830 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,359 | $62,715+37.7% | $104,301-17.2% | $66,938+29.0% |
| Participation rate | 54.7% | 59.6%-4.9pp | 73.3%-18.6pp | 69.8%-15.1pp |
| Annual return | -15.39% | -14.70%-0.7pp | 24.61%-40.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,754 | $1,976-11.2% | $3,373-48.0% | $2,545-31.1% |
| Participant deferral / active EE | $3,935 | $2,852+38.0% | $4,626-14.9% | $4,238-7.1% |
| Admin fee / account holder | $313 | $657-52.4% | $7,340-95.7% | $594-47.3% |