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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $26,369 |
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 | $310,490 | $55,453+459.9% | $170,435+82.2% | $62,293+398.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.12% | 21.38%-6.3pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $14,805 | $2,164+584.3% | $5,432+172.5% | $2,042+624.9% |
| Participant deferral / active EE | $9,430 | $2,303+309.5% | $4,939+90.9% | $3,169+197.6% |
| Admin fee / account holder | $814 | $455+79.0% | $13,881-94.1% | $479+69.9% |