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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,823 | $183,539+66.6% | $155,556+96.6% | $145,897+109.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $5,768 | $5,315+8.5% | $4,675+23.4% | $4,663+23.7% |
| Participant deferral / active EE | $2,140 | $6,467-66.9% | $5,631-62.0% | $6,689-68.0% |
| Admin fee / account holder | $2,290 | $19,275-88.1% | $15,885-85.6% | $13,390-82.9% |