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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,446 | $101,672+2.7% | $147,117-29.0% | $74,478+40.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.45% | 8757.83%-8737.4pp | 420.54%-400.1pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $13,111 | $3,813+243.8% | $4,932+165.8% | $2,626+399.2% |
| Participant deferral / active EE | $11,775 | $7,305+61.2% | $8,065+46.0% | $4,350+170.7% |
| Admin fee / account holder | $474 | $1,753-73.0% | $12,993-96.4% | $1,946-75.6% |