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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 | $101,539+1310.0% | $147,041+873.7% | $74,400+1824.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.00% | 8740.84%-8729.8pp | 419.21%-408.2pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $43,869 | $3,811+1051.1% | $4,935+788.9% | $2,624+1571.6% |
| Participant deferral / active EE | $26,018 | $7,304+256.2% | $8,071+222.4% | $4,348+498.4% |
| Admin fee / account holder | $774 | $1,749-55.8% | $13,006-94.1% | $1,944-60.2% |