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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $99,266 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $54,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,134 | $51,244+126.6% | $80,977+43.4% | $55,167+110.5% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.0%+28.5pp |
| Annual return | 8.83% | 17.39%-8.6pp | 17.11%-8.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $7,700 | $1,770+335.0% | $3,715+107.3% | $1,963+292.3% |
| Participant deferral / active EE | $9,350 | $4,418+111.7% | $5,696+64.2% | $3,054+206.2% |
| Admin fee / account holder | $520 | $398+30.6% | $5,517-90.6% | $504+3.2% |