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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 | $101,591+2.8% | $147,096-29.0% | $74,429+40.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.45% | 8746.45%-8726.0pp | 419.75%-399.3pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $13,111 | $3,813+243.9% | $4,936+165.6% | $2,625+399.5% |
| Participant deferral / active EE | $11,775 | $7,302+61.3% | $8,071+45.9% | $4,348+170.8% |
| Admin fee / account holder | $474 | $1,750-72.9% | $13,005-96.4% | $1,944-75.6% |