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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $56,278 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $2,308,595 | $85,766+2591.7% | $136,298+1593.8% | $70,126+3192.1% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 17.01% | 31.46%-14.4pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $36,325 | $2,966+1124.7% | $4,696+673.6% | $2,343+1450.7% |
| Participant deferral / active EE | $18,335 | $5,051+263.0% | $6,247+193.5% | $3,332+450.3% |
| Admin fee / account holder | $369 | $5,421-93.2% | $9,244-96.0% | $4,646-92.1% |