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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $49,064 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,632 |
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 | $75,355 | $78,636-4.2% | $105,607-28.6% | $74,459+1.2% |
| Participation rate | 84.8% | 72.8%+12.1pp | 75.3%+9.5pp | 67.2%+17.6pp |
| Annual return | 14.66% | 15.96%-1.3pp | 116.11%-101.4pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,737 | $2,523-31.2% | $3,167-45.1% | $2,626-33.8% |
| Participant deferral / active EE | $2,642 | $4,322-38.9% | $5,011-47.3% | $4,350-39.3% |
| Admin fee / account holder | $474 | $2,220-78.7% | $10,958-95.7% | $1,945-75.7% |