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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 | $59,448+33.9% | $93,696-15.1% | $74,459+6.9% |
| Participation rate | 91.3% | 59.6%+31.7pp | 68.7%+22.6pp | 67.2%+24.1pp |
| Annual return | 10.87% | 82.11%-71.2pp | 133.74%-122.9pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,368 | $1,266+8.1% | $2,422-43.5% | $2,626-47.9% |
| Participant deferral / active EE | $5,079 | $3,052+66.4% | $4,417+15.0% | $4,350+16.8% |
| Admin fee / account holder | $330 | $3,027-89.1% | $8,287-96.0% | $1,945-83.0% |