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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $56,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,428 |
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 | $2,056,809 | $77,817+2543.1% | $123,553+1564.7% | $64,173+3105.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.00% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $36,500 | $3,014+1111.0% | $4,628+688.7% | $2,381+1433.1% |
| Participant deferral / active EE | $19,199 | $5,240+266.4% | $6,426+198.8% | $3,470+453.3% |
| Admin fee / account holder | $694 | $5,519-87.4% | $9,284-92.5% | $4,887-85.8% |