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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 | $101,591-24.6% | $147,096-47.9% | $74,429+2.9% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.2%-4.6pp | 67.2%+10.4pp |
| Annual return | 16.22% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $4,553 | $3,813+19.4% | $4,936-7.8% | $2,625+73.5% |
| Participant deferral / active EE | $8,514 | $7,302+16.6% | $8,071+5.5% | $4,348+95.8% |
| Admin fee / account holder | $369 | $1,750-78.9% | $13,005-97.2% | $1,944-81.0% |