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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,020 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,589 |
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 | $90,006 | $101,672-11.5% | $147,117-38.8% | $74,478+20.8% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 24.78% | 8757.83%-8733.0pp | 420.54%-395.8pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $4,692 | $3,813+23.0% | $4,932-4.9% | $2,626+78.7% |
| Participant deferral / active EE | $12,269 | $7,305+68.0% | $8,065+52.1% | $4,350+182.0% |
| Admin fee / account holder | $320 | $1,753-81.7% | $12,993-97.5% | $1,946-83.5% |