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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 | $78,562-4.1% | $105,608-28.6% | $74,429+1.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 75.3%+9.5pp | 67.2%+17.6pp |
| Annual return | 14.66% | 15.94%-1.3pp | 116.50%-101.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,737 | $2,521-31.1% | $3,167-45.1% | $2,625-33.8% |
| Participant deferral / active EE | $2,642 | $4,321-38.9% | $5,010-47.3% | $4,348-39.2% |
| Admin fee / account holder | $474 | $2,217-78.6% | $11,028-95.7% | $1,944-75.6% |