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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $37,489 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,742 | $43,496+16.7% | $161,489-68.6% | $64,340-21.1% |
| Participation rate | 71.7% | 53.5%+18.2pp | 78.7%-7.0pp | 55.2%+16.4pp |
| Annual return | 20.33% | 20.76%-0.4pp | 89.72%-69.4pp | 24.14%-3.8pp |
| Employer contribution / active EE | $1,932 | $1,431+35.1% | $4,268-54.7% | $1,862+3.8% |
| Participant deferral / active EE | $4,220 | $1,996+111.4% | $5,630-25.0% | $2,980+41.6% |
| Admin fee / account holder | $354 | $2,330-84.8% | $16,006-97.8% | $3,703-90.4% |