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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,716 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,168 |
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 | $237,630 | $88,360+168.9% | $145,433+63.4% | $67,986+249.5% |
| Participation rate | 99.2% | 65.5%+33.8pp | 82.1%+17.1pp | 57.2%+42.0pp |
| Annual return | 17.31% | 63.15%-45.8pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $10,958 | $3,054+258.8% | $4,554+140.6% | $2,019+442.8% |
| Participant deferral / active EE | $18,974 | $5,932+219.9% | $7,897+140.3% | $3,358+465.0% |
| Admin fee / account holder | $491 | $3,313-85.2% | $13,129-96.3% | $3,203-84.7% |