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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $17,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,758 | $77,683+252.4% | $109,191+150.7% | $79,395+244.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.43% | 23.45%-6.0pp | 25.76%-8.3pp | 116.90%-99.5pp |
| Employer contribution / active EE | $2,567 | $2,798-8.3% | $3,723-31.1% | $2,428+5.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $307 | $732-58.0% | $6,756-95.4% | $626-50.9% |