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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $54,994 |
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 | $72,975 | $86,655-15.8% | $119,622-39.0% | $66,938+9.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.11% | -8.00%-9.1pp | -14.98%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,356 | $2,536+111.2% | $4,232+26.5% | $2,545+110.4% |
| Participant deferral / active EE | $3,186 | $4,358-26.9% | $5,601-43.1% | $4,238-24.8% |
| Admin fee / account holder | $342 | $755-54.7% | $10,328-96.7% | $594-42.4% |