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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $63,857 |
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 | $76,592 | $101,499-24.5% | $147,005-47.9% | $74,546+2.7% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.2%-4.6pp | 67.2%+10.4pp |
| Annual return | 16.22% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $4,553 | $3,811+19.5% | $4,934-7.7% | $2,624+73.5% |
| Participant deferral / active EE | $8,514 | $7,304+16.6% | $8,070+5.5% | $4,347+95.8% |
| Admin fee / account holder | $369 | $1,748-78.9% | $13,006-97.2% | $1,944-81.0% |