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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $73,349 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,362 | $55,002+109.7% | $59,899+92.6% | $56,289+104.9% |
| Participation rate | 61.0% | 75.9%-14.9pp | 74.7%-13.7pp | 69.9%-8.8pp |
| Annual return | -4.55% | 1.13%-5.7pp | 3.46%-8.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,085 | $2,448-14.8% | $2,723-23.4% | $2,111-1.2% |
| Participant deferral / active EE | $3,109 | $3,121-0.4% | $3,402-8.6% | $3,350-7.2% |
| Admin fee / account holder | $504 | $236+113.8% | $3,592-86.0% | $521-3.2% |