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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 | $101,499-20.0% | $147,005-44.8% | $74,546+8.9% |
| Participation rate | 80.1% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+12.9pp |
| Annual return | 15.58% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $4,802 | $3,811+26.0% | $4,934-2.7% | $2,624+83.0% |
| Participant deferral / active EE | $9,303 | $7,304+27.4% | $8,070+15.3% | $4,347+114.0% |
| Admin fee / account holder | $434 | $1,748-75.1% | $13,006-96.7% | $1,944-77.6% |