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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,441 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,721 | $122,042+125.1% | $184,260+49.1% | $74,459+269.0% |
| Participation rate | 84.0% | 85.5%-1.5pp | 86.8%-2.9pp | 67.2%+16.7pp |
| Annual return | 12.48% | 19.91%-7.4pp | 28.84%-16.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $10,107 | $4,537+122.7% | $6,427+57.2% | $2,626+284.9% |
| Participant deferral / active EE | $3,835 | $7,143-46.3% | $9,133-58.0% | $4,350-11.8% |
| Admin fee / account holder | $616 | $1,252-50.8% | $13,898-95.6% | $1,945-68.3% |