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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 35-0472300 | Investment Mgmt Fees | $16,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,589 | $93,598+20.3% | $135,974-17.2% | $75,173+49.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -12.29% | 30.89%-43.2pp | 68.30%-80.6pp | 160.72%-173.0pp |
| Employer contribution / active EE | $9,322 | $3,538+163.5% | $4,859+91.9% | $2,671+249.0% |
| Participant deferral / active EE | $6,400 | $6,405-0.1% | $7,760-17.5% | $4,126+55.1% |
| Admin fee / account holder | $11,747 | $6,978+68.4% | $10,767+9.1% | $5,651+107.9% |