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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,202 |
Service code 27 · EIN 62-1518255 | Advisory (Plan) | $42,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,183 | $60,989+15.1% | $60,906+15.2% | $66,938+4.8% |
| Participation rate | 81.6% | 74.5%+7.1pp | 73.1%+8.5pp | 69.8%+11.7pp |
| Annual return | -17.75% | -9.60%-8.1pp | 16.94%-34.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,198 | $2,661-17.4% | $2,703-18.7% | $2,545-13.6% |
| Participant deferral / active EE | $6,122 | $3,615+69.4% | $3,814+60.5% | $4,238+44.4% |
| Admin fee / account holder | $523 | $338+54.6% | $3,227-83.8% | $594-11.8% |