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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,823 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,930 |
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 | $124,561 | $82,133+51.7% | $147,318-15.4% | $64,097+94.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 16.31% | 78.78%-62.5pp | 70.43%-54.1pp | 34.64%-18.3pp |
| Employer contribution / active EE | $7,836 | $2,872+172.8% | $4,593+70.6% | $1,891+314.3% |
| Participant deferral / active EE | $10,269 | $5,407+89.9% | $7,906+29.9% | $3,080+233.4% |
| Admin fee / account holder | $424 | $3,730-88.6% | $13,708-96.9% | $3,454-87.7% |