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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,964 | $91,424-49.7% | $135,942-66.2% | $71,495-35.7% |
| Participation rate | 89.3% | 75.7%+13.7pp | 81.9%+7.4pp | 67.9%+21.4pp |
| Annual return | 18.01% | 29.90%-11.9pp | 68.28%-50.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,128 | $7,092+0.5% | $7,759-8.1% | $4,291+66.1% |
| Admin fee / account holder | $313 | $1,266-75.3% | $10,764-97.1% | $1,588-80.3% |