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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,189 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $61,412 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,067,237 | $84,507+2346.2% | $125,401+1548.5% | $66,954+2987.5% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -19.34% | -8.51%-10.8pp | 572.53%-591.9pp | 1.57%-20.9pp |
| Employer contribution / active EE | $37,321 | $3,554+950.1% | $4,816+675.0% | $2,545+1366.5% |
| Participant deferral / active EE | $22,528 | $6,785+232.0% | $7,448+202.5% | $4,239+431.4% |
| Admin fee / account holder | $1,022 | $685+49.1% | $10,008-89.8% | $594+72.1% |