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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 | $88,137-11.3% | $164,975-52.6% | $74,429+5.0% |
| Participation rate | 74.0% | 73.1%+0.9pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 12.27% | 17.13%-4.9pp | 70.12%-57.9pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,531 | $2,597-2.5% | $4,343-41.7% | $2,625-3.6% |
| Participant deferral / active EE | $2,555 | $4,501-43.2% | $6,033-57.7% | $4,348-41.3% |
| Admin fee / account holder | $320 | $2,231-85.6% | $12,688-97.5% | $1,944-83.5% |