Filed December 18, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $46,196 |
Participant 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 | $74,873 | $121,341-38.3% | $189,545-60.5% | $79,389-5.7% |
| Participation rate | 84.5% | 86.1%-1.6pp | 87.8%-3.3pp | 70.7%+13.8pp |
| Annual return | 13.42% | 21.08%-7.7pp | 555.36%-541.9pp | 116.89%-103.5pp |
| Employer contribution / active EE | $3,726 | $3,915-4.8% | $6,162-39.5% | $2,428+53.5% |
| Participant deferral / active EE | $3,341 | $6,395-47.8% | $8,220-59.4% | $4,046-17.4% |
| Admin fee / account holder | $412 | $651-36.7% | $12,049-96.6% | $626-34.2% |