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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,646 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $271,748 | $92,224+194.7% | $105,223+158.3% | $79,634+241.2% |
| Participation rate | 89.8% | 69.2%+20.6pp | 75.0%+14.7pp | 62.5%+27.3pp |
| Annual return | 14.35% | 88.65%-74.3pp | 180.65%-166.3pp | 36.46%-22.1pp |
| Employer contribution / active EE | $3,667 | $3,965-7.5% | $3,689-0.6% | $2,529+45.0% |
| Participant deferral / active EE | $8,987 | $3,834+134.4% | $5,072+77.2% | $3,835+134.4% |
| Admin fee / account holder | $310 | $1,121-72.4% | $8,859-96.5% | $1,002-69.1% |