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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 | $52,450+152.3% | $129,295+2.4% | $74,546+77.5% |
| Participation rate | 84.8% | 53.8%+31.0pp | 69.6%+15.2pp | 67.2%+17.6pp |
| Annual return | 12.11% | 15.65%-3.5pp | 9429.28%-9417.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $12 | $1,532-99.2% | $4,157-99.7% | $2,624-99.6% |
| Participant deferral / active EE | $9,417 | $2,797+236.7% | $4,169+125.9% | $4,347+116.6% |
| Admin fee / account holder | $775 | $2,636-70.6% | $7,665-89.9% | $1,944-60.1% |