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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $38,578 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $1,255 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,557 | $58,895+488.4% | $178,503+94.1% | $73,497+371.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.24% | 24.86%-12.6pp | 151.12%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $15,754 | $2,236+604.6% | $5,011+214.4% | $2,270+594.0% |
| Participant deferral / active EE | $10,982 | $2,567+327.8% | $5,202+111.1% | $3,740+193.7% |
| Admin fee / account holder | $894 | $400+123.2% | $13,987-93.6% | $513+74.2% |