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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $105,095 |
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 | $191,990 | $106,236+80.7% | $112,249+71.0% | $64,819+196.2% |
| Participation rate | 77.8% | 71.7%+6.2pp | 75.1%+2.8pp | 71.5%+6.4pp |
| Annual return | -15.75% | -6.02%-9.7pp | 27.48%-43.2pp | 32.84%-48.6pp |
| Employer contribution / active EE | $2,923 | $3,166-7.7% | $3,636-19.6% | $2,507+16.6% |
| Participant deferral / active EE | $6,958 | $3,785+83.8% | $4,729+47.1% | $4,311+61.4% |
| Admin fee / account holder | $307 | $452-32.0% | $6,412-95.2% | $188+63.4% |