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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $58,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,189 |
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 | $2,499,622 | $89,372+2696.9% | $141,200+1670.3% | $72,977+3325.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.58% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $35,774 | $3,115+1048.4% | $4,736+655.3% | $2,440+1366.1% |
| Participant deferral / active EE | $18,853 | $5,419+247.9% | $6,710+181.0% | $3,608+422.6% |
| Admin fee / account holder | $741 | $5,957-87.6% | $10,265-92.8% | $5,124-85.5% |