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| Provider | Service type | Compensation |
|---|---|---|
Service code 35 · EIN 42-1235434 | Employee (plan sponsor) | $145,670 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,892 | $80,674+16.4% | $119,126-21.2% | $64,340+45.9% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 8.54% | 26.86%-18.3pp | 282.11%-273.6pp | 24.14%-15.6pp |
| Employer contribution / active EE | $2,745 | $2,564+7.1% | $4,034-31.9% | $1,862+47.4% |
| Participant deferral / active EE | $394 | $3,053-87.1% | $5,318-92.6% | $2,980-86.8% |
| Admin fee / account holder | $581 | $4,559-87.3% | $10,693-94.6% | $3,703-84.3% |