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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $47,153 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
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 | $97,282 | $50,199+93.8% | $70,098+38.8% | $66,930+45.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.95% | -13.85%-0.1pp | 190.76%-204.7pp | 1.57%-15.5pp |
| Employer contribution / active EE | $2,011 | $1,864+7.9% | $2,560-21.4% | $2,545-21.0% |
| Participant deferral / active EE | $4,638 | $3,112+49.0% | $3,849+20.5% | $4,238+9.5% |
| Admin fee / account holder | $452 | $600-24.6% | $6,266-92.8% | $593-23.8% |