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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 | $78,483-4.0% | $106,201-29.0% | $74,546+1.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 75.3%+9.5pp | 67.2%+17.6pp |
| Annual return | 14.66% | 15.94%-1.3pp | 116.26%-101.6pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,737 | $2,522-31.1% | $3,170-45.2% | $2,624-33.8% |
| Participant deferral / active EE | $2,642 | $4,320-38.9% | $5,012-47.3% | $4,347-39.2% |
| Admin fee / account holder | $474 | $2,236-78.8% | $11,039-95.7% | $1,944-75.6% |