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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $70,813 |
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 | $126,580 | $84,499+49.8% | $125,391+0.9% | $66,949+89.1% |
| Participation rate | 77.7% | 76.4%+1.3pp | 82.4%-4.7pp | 69.8%+7.9pp |
| Annual return | -19.25% | -8.49%-10.8pp | 572.41%-591.7pp | 1.57%-20.8pp |
| Employer contribution / active EE | $3,316 | $3,554-6.7% | $4,816-31.1% | $2,545+30.3% |
| Participant deferral / active EE | $7,739 | $6,785+14.1% | $7,448+3.9% | $4,239+82.6% |
| Admin fee / account holder | $567 | $685-17.3% | $10,009-94.3% | $594-4.6% |