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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $132,335 | $52,507+152.0% | $129,406+2.3% | $74,478+77.7% |
| Participation rate | 84.8% | 53.9%+30.9pp | 69.6%+15.2pp | 67.2%+17.6pp |
| Annual return | 12.11% | 15.64%-3.5pp | 9468.18%-9456.1pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $12 | $1,534-99.2% | $4,155-99.7% | $2,626-99.6% |
| Participant deferral / active EE | $9,417 | $2,801+236.3% | $4,167+126.0% | $4,350+116.5% |
| Admin fee / account holder | $775 | $2,639-70.6% | $7,689-89.9% | $1,946-60.1% |