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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,289 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,663 |
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 | $81,202 | $101,672-20.1% | $147,117-44.8% | $74,478+9.0% |
| Participation rate | 80.1% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+12.9pp |
| Annual return | 15.58% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $4,802 | $3,813+25.9% | $4,932-2.6% | $2,626+82.8% |
| Participant deferral / active EE | $9,303 | $7,305+27.4% | $8,065+15.4% | $4,350+113.8% |
| Admin fee / account holder | $434 | $1,753-75.2% | $12,993-96.7% | $1,946-77.7% |