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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $49,138-34.3% | $84,021-61.6% | $65,185-50.5% |
| Participation rate | 91.9% | 60.7%+31.1pp | 69.0%+22.9pp | 70.2%+21.7pp |
| Annual return | 19.16% | 23.00%-3.8pp | 71.32%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $881 | $914-3.6% | $1,984-55.6% | $2,177-59.5% |
| Participant deferral / active EE | $3,133 | $2,397+30.7% | $3,239-3.3% | $3,514-10.8% |
| Admin fee / account holder | $349 | $543-35.8% | $6,102-94.3% | $847-58.8% |