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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $64,094 |
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 | $78,156 | $88,203-11.4% | $165,100-52.7% | $74,478+4.9% |
| Participation rate | 74.0% | 73.1%+0.9pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 12.27% | 17.13%-4.9pp | 70.21%-57.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $2,531 | $2,601-2.7% | $4,348-41.8% | $2,626-3.6% |
| Participant deferral / active EE | $2,555 | $4,505-43.3% | $6,035-57.7% | $4,350-41.3% |
| Admin fee / account holder | $320 | $2,235-85.7% | $12,696-97.5% | $1,946-83.5% |