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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $55,943 |
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 | $59,994 | $107,421-44.2% | $182,262-67.1% | $94,015-36.2% |
| Participation rate | 76.7% | 77.8%-1.0pp | 84.2%-7.5pp | 70.8%+5.9pp |
| Annual return | 14.96% | 21.32%-6.4pp | 140.60%-125.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $3,931 | $3,448+14.0% | $5,046-22.1% | $2,790+40.9% |
| Participant deferral / active EE | $7,374 | $6,558+12.4% | $8,276-10.9% | $4,249+73.5% |
| Admin fee / account holder | $345 | $8,692-96.0% | $16,712-97.9% | $8,951-96.1% |