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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $334,886 |
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 | $60,847 | $46,332+31.3% | $143,799-57.7% | $64,819-6.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.01% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,610 | $1,911+36.5% | $4,952-47.3% | $2,507+4.1% |
| Participant deferral / active EE | $5,707 | $2,647+115.6% | $5,638+1.2% | $4,311+32.4% |
| Admin fee / account holder | $329 | $154+114.0% | $14,677-97.8% | $188+75.3% |