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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $58,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,733 |
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 | $2,640,336 | $98,779+2573.0% | $149,751+1663.2% | $79,859+3206.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 15.04% | 27.38%-12.3pp | 276.71%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $36,305 | $3,217+1028.4% | $4,646+681.5% | $2,471+1369.0% |
| Participant deferral / active EE | $20,621 | $5,682+262.9% | $6,843+201.3% | $3,741+451.3% |
| Admin fee / account holder | $814 | $6,053-86.6% | $9,312-91.3% | $5,307-84.7% |