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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,643 |
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 | $105,328 | $64,138+64.2% | $112,258-6.2% | $66,930+57.4% |
| Participation rate | 99.0% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.2pp |
| Annual return | -15.53% | -13.81%-1.7pp | 27.47%-43.0pp | 1.57%-17.1pp |
| Employer contribution / active EE | $4,716 | $3,006+56.9% | $3,636+29.7% | $2,545+85.3% |
| Participant deferral / active EE | $13,316 | $3,694+260.5% | $4,728+181.6% | $4,238+214.2% |
| Admin fee / account holder | $553 | $625-11.6% | $6,411-91.4% | $593-6.8% |