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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $57,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,421 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,052,537 | $76,551+2581.3% | $123,894+1556.7% | $62,881+3164.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.50% | 18.68%-17.2pp | 47.52%-46.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $35,979 | $2,882+1148.2% | $4,617+679.3% | $2,281+1477.4% |
| Participant deferral / active EE | $19,173 | $4,840+296.1% | $5,984+220.4% | $3,203+498.6% |
| Admin fee / account holder | $568 | $4,826-88.2% | $8,357-93.2% | $4,296-86.8% |