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| Provider | Service type | Compensation |
|---|---|---|
MARKS PANETH LLP5 years Service code 10 · EIN 11-3518842 | Accounting | $0 |
NEUBERGER BERMAN6 years Service code 21 | Bank Trustee | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,249 | $45,266-28.8% | $103,693-68.9% | $65,306-50.6% |
| Participation rate | 81.6% | 53.3%+28.2pp | 72.6%+8.9pp | 57.7%+23.9pp |
| Annual return | 8.33% | 25.10%-16.8pp | 47.61%-39.3pp | 21.94%-13.6pp |
| Employer contribution / active EE | $2,521 | $1,765+42.8% | $2,920-13.7% | $1,967+28.1% |
| Participant deferral / active EE | $0 | $2,099-100.0% | $4,579-100.0% | $2,959-100.0% |
| Admin fee / account holder | $370 | $3,221-88.5% | $7,858-95.3% | $3,480-89.4% |