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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $62,114 |
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 | $91,248 | $86,655+5.3% | $119,622-23.7% | $66,938+36.3% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -22.16% | -8.00%-14.2pp | -14.98%-7.2pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,661 | $2,536-34.5% | $4,232-60.7% | $2,545-34.7% |
| Participant deferral / active EE | $7,395 | $4,358+69.7% | $5,601+32.0% | $4,238+74.5% |
| Admin fee / account holder | $497 | $755-34.2% | $10,328-95.2% | $594-16.3% |