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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,006 | $86,341-25.9% | $125,192-48.9% | $65,185-1.8% |
| Participation rate | 80.2% | 75.3%+4.9pp | 79.8%+0.4pp | 70.2%+10.0pp |
| Annual return | 25.05% | 27.44%-2.4pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,664 | $2,040-18.4% | $3,866-57.0% | $2,177-23.6% |
| Participant deferral / active EE | $3,226 | $3,538-8.8% | $4,937-34.7% | $3,514-8.2% |
| Admin fee / account holder | $417 | $609-31.5% | $9,704-95.7% | $847-50.7% |