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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 | $88,183+208.2% | $107,187+153.5% | $71,012+282.7% |
| Participation rate | 89.8% | 67.5%+22.3pp | 75.0%+14.7pp | 58.6%+31.2pp |
| Annual return | 14.35% | 16.47%-2.1pp | 204.55%-190.2pp | 37.67%-23.3pp |
| Employer contribution / active EE | $3,667 | $3,914-6.3% | $3,782-3.0% | $2,348+56.2% |
| Participant deferral / active EE | $8,987 | $3,079+191.9% | $5,096+76.3% | $3,246+176.8% |
| Admin fee / account holder | $310 | $1,430-78.3% | $9,162-96.6% | $1,167-73.5% |