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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $21,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,687 | $46,732+517.8% | $156,551+84.4% | $55,167+423.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 10.15% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $15,573 | $2,105+639.8% | $5,501+183.1% | $1,963+693.5% |
| Participant deferral / active EE | $9,563 | $2,204+333.8% | $4,871+96.3% | $3,054+213.1% |
| Admin fee / account holder | $810 | $418+93.5% | $13,028-93.8% | $504+60.7% |