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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $65,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,118 | $57,976+124.4% | $63,018+106.5% | $62,293+108.9% |
| Participation rate | 48.8% | 75.9%-27.1pp | 74.8%-26.0pp | 69.5%-20.7pp |
| Annual return | 14.43% | 17.54%-3.1pp | 87.62%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,630 | $2,415-32.5% | $2,761-40.9% | $2,042-20.2% |
| Participant deferral / active EE | $2,370 | $2,956-19.8% | $3,330-28.8% | $3,169-25.2% |
| Admin fee / account holder | $466 | $276+68.9% | $3,601-87.1% | $479-2.8% |