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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $70,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,859 | $79,523-0.8% | $140,019-43.7% | $56,287+40.1% |
| Participation rate | 86.0% | 85.7%+0.2pp | 87.5%-1.5pp | 69.9%+16.1pp |
| Annual return | -5.49% | 2.39%-7.9pp | 651.15%-656.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,018 | $3,350-39.8% | $5,605-64.0% | $2,111-4.4% |
| Participant deferral / active EE | $5,416 | $5,129+5.6% | $6,927-21.8% | $3,350+61.7% |
| Admin fee / account holder | $377 | $614-38.6% | $10,705-96.5% | $521-27.6% |