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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $66,439 |
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 | $154,058 | $74,706+106.2% | $75,717+103.5% | $79,393+94.0% |
| Participation rate | 52.8% | 75.3%-22.6pp | 74.8%-22.1pp | 70.7%-18.0pp |
| Annual return | 13.42% | 18.52%-5.1pp | 104.58%-91.2pp | 116.87%-103.5pp |
| Employer contribution / active EE | $2,249 | $2,590-13.2% | $2,743-18.0% | $2,428-7.4% |
| Participant deferral / active EE | $2,969 | $3,533-16.0% | $3,821-22.3% | $4,046-26.6% |
| Admin fee / account holder | $413 | $374+10.2% | $3,619-88.6% | $627-34.1% |