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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $54,992 |
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 | $91,499 | $83,045+10.2% | $130,026-29.6% | $71,495+28.0% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.5%+18.5pp | 67.9%+29.1pp |
| Annual return | 18.43% | 20.61%-2.2pp | -137.26%+155.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $6,850 | $2,623+161.1% | $4,321+58.5% | $2,589+164.6% |
| Participant deferral / active EE | $3,530 | $4,436-20.4% | $5,821-39.4% | $4,291-17.7% |
| Admin fee / account holder | $339 | $1,727-80.3% | $10,608-96.8% | $1,588-78.6% |