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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 22-3675264 | Recordkeeping Fees | $41,530 |
COHNREZNICK LLP1+ years Service code 64 · EIN 22-1478099 | Recordkeeping Fees | $18,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
BARCLAYS CAPITAL LE1+ years Filed as: BARCLAYS CAPITAL INC Service code 61 200 PARK AVE · NEW YORK, NY 10166 | Finders' fees / placement fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,440 | $70,002+87.8% | $115,038+14.3% | $52,331+151.2% |
| Participation rate | 93.0% | 72.1%+20.9pp | 81.4%+11.7pp | 68.1%+24.9pp |
| Annual return | 1.08% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $3,204 | $2,715+18.0% | $4,608-30.5% | $1,882+70.3% |
| Participant deferral / active EE | $7,286 | $4,920+48.1% | $6,026+20.9% | $3,022+141.1% |
| Admin fee / account holder | $387 | $566-31.7% | $8,175-95.3% | $592-34.6% |