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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,648 |
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 | $189,851 | $80,748+135.1% | $102,383+85.4% | $74,429+155.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 20.57% | 27.57%-7.0pp | 24.94%-4.4pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $7,864 | $3,159+148.9% | $3,870+103.2% | $2,625+199.6% |
| Participant deferral / active EE | $5,839 | $3,861+51.2% | $5,060+15.4% | $4,348+34.3% |
| Admin fee / account holder | $966 | $2,371-59.3% | $8,391-88.5% | $1,944-50.3% |