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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $177,461 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $339,594 | $108,592+212.7% | $129,118+163.0% | $77,906+335.9% |
| Participation rate | 96.4% | 84.8%+11.7pp | 77.2%+19.2pp | 73.7%+22.7pp |
| Annual return | -13.30% | -13.72%+0.4pp | -10.94%-2.4pp | 12.16%-25.5pp |
| Employer contribution / active EE | $9,836 | $5,713+72.2% | $5,051+94.7% | $2,846+245.6% |
| Participant deferral / active EE | $15,344 | $7,051+117.6% | $6,539+134.6% | $4,805+219.3% |
| Admin fee / account holder | $72 | $91-21.0% | $14,305-99.5% | $133-45.6% |