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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $54,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,435 | $104,497+111.9% | $159,487+38.8% | $79,389+178.9% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 17.23% | 67.98%-50.7pp | 263.71%-246.5pp | 116.89%-99.7pp |
| Employer contribution / active EE | $6,648 | $3,418+94.5% | $4,831+37.6% | $2,428+173.8% |
| Participant deferral / active EE | $9,402 | $6,468+45.4% | $7,354+27.9% | $4,046+132.4% |
| Admin fee / account holder | $385 | $711-45.9% | $10,804-96.4% | $626-38.6% |