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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,267 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,230 | $125,797-47.4% | $170,043-61.1% | $75,173-11.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.0%+7.9pp | 67.2%+27.7pp |
| Annual return | 8.68% | 27.20%-18.5pp | 53.40%-44.7pp | 160.72%-152.0pp |
| Employer contribution / active EE | $2,610 | $4,616-43.5% | $6,790-61.6% | $2,671-2.3% |
| Participant deferral / active EE | $4,820 | $6,838-29.5% | $10,410-53.7% | $4,126+16.8% |
| Admin fee / account holder | $5,035 | $8,177-38.4% | $12,824-60.7% | $5,651-10.9% |