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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5160382 | Investment Management | $180,299 |
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 | $1,431,720 | $101,591+1309.3% | $147,096+873.3% | $74,429+1823.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.00% | 8746.45%-8735.5pp | 419.75%-408.7pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $43,869 | $3,813+1050.6% | $4,936+788.8% | $2,625+1571.3% |
| Participant deferral / active EE | $26,018 | $7,302+256.3% | $8,071+222.4% | $4,348+498.3% |
| Admin fee / account holder | $774 | $1,750-55.8% | $13,005-94.0% | $1,944-60.2% |