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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,234 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,663 |
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 | $48,415 | $58,311-17.0% | $81,882-40.9% | $80,959-40.2% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 14.23% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,031 | $2,347+71.8% | $2,916+38.2% | $2,757+46.2% |
| Participant deferral / active EE | $6,507 | $3,287+98.0% | $4,323+50.5% | $4,300+51.3% |
| Admin fee / account holder | $430 | $4,752-91.0% | $7,360-94.2% | $6,925-93.8% |