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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,374 | $157,296-83.2% | $141,191-81.3% | $152,897-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.14% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $2,549 | $5,262-51.6% | $4,736-46.2% | $4,764-46.5% |
| Participant deferral / active EE | $5,760 | $7,111-19.0% | $6,710-14.2% | $5,851-1.6% |
| Admin fee / account holder | $690 | $12,125-94.3% | $10,264-93.3% | $11,599-94.1% |