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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 | $83,843+12.0% | $123,973-24.3% | $65,306+43.8% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 8.54% | 19.87%-11.3pp | 388.13%-379.6pp | 21.94%-13.4pp |
| Employer contribution / active EE | $2,745 | $2,873-4.5% | $4,126-33.5% | $1,967+39.5% |
| Participant deferral / active EE | $394 | $2,997-86.9% | $5,247-92.5% | $2,959-86.7% |
| Admin fee / account holder | $581 | $4,735-87.7% | $11,799-95.1% | $3,480-83.3% |