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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 25-1900215 | Recordkeeping | $69,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,286 | $123,793+39.2% | $177,840-3.1% | $79,852+115.8% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 12.88% | 22.82%-9.9pp | 48.32%-35.4pp | 31.72%-18.8pp |
| Employer contribution / active EE | $4,185 | $4,095+2.2% | $5,919-29.3% | $2,471+69.3% |
| Participant deferral / active EE | $8,952 | $5,956+50.3% | $7,714+16.1% | $3,740+139.3% |
| Admin fee / account holder | $574 | $7,243-92.1% | $12,431-95.4% | $5,306-89.2% |