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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,540 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,588 | $59,402+34.0% | $93,654-15.0% | $74,546+6.8% |
| Participation rate | 91.3% | 59.7%+31.6pp | 68.7%+22.6pp | 67.2%+24.1pp |
| Annual return | 10.87% | 81.86%-71.0pp | 133.34%-122.5pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $1,368 | $1,265+8.2% | $2,421-43.5% | $2,624-47.9% |
| Participant deferral / active EE | $5,079 | $3,049+66.6% | $4,413+15.1% | $4,347+16.8% |
| Admin fee / account holder | $330 | $3,023-89.1% | $8,282-96.0% | $1,944-83.0% |