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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $71,511 |
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 | $72,895 | $91,760-20.6% | $156,181-53.3% | $67,986+7.2% |
| Participation rate | 96.9% | 65.0%+31.9pp | 78.8%+18.1pp | 57.2%+39.7pp |
| Annual return | 14.28% | 18.14%-3.9pp | 64.87%-50.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $2,798 | $2,419+15.7% | $4,294-34.8% | $2,019+38.6% |
| Participant deferral / active EE | $3,494 | $3,960-11.8% | $6,132-43.0% | $3,358+4.0% |
| Admin fee / account holder | $358 | $3,949-90.9% | $14,586-97.5% | $3,203-88.8% |