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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,459 |
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 | $338,948 | $175,259+93.4% | $149,723+126.4% | $139,487+143.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 4.59% | 166.82%-162.2pp | 134.50%-129.9pp | 373.84%-369.3pp |
| Employer contribution / active EE | $5,735 | $5,478+4.7% | $4,821+18.9% | $4,755+20.6% |
| Participant deferral / active EE | $2,089 | $6,522-68.0% | $5,682-63.2% | $6,713-68.9% |
| Admin fee / account holder | $5,083 | $16,158-68.5% | $13,215-61.5% | $11,407-55.4% |