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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $84,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,752 | $95,453+92.5% | $112,040+64.0% | $82,448+122.9% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 11.68% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,587 | $2,318+97.9% | $2,954+55.3% | $2,551+79.8% |
| Participant deferral / active EE | $7,258 | $4,224+71.8% | $5,098+42.4% | $4,139+75.3% |
| Admin fee / account holder | $758 | $9,013-91.6% | $12,098-93.7% | $7,234-89.5% |