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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,512 |
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 | $70,090 | $55,446+26.4% | $155,574-54.9% | $74,429-5.8% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.56% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $5,129 | $2,266+126.3% | $4,676+9.7% | $2,625+95.4% |
| Participant deferral / active EE | $2,910 | $2,836+2.6% | $5,629-48.3% | $4,348-33.1% |
| Admin fee / account holder | $446 | $1,743-74.4% | $15,914-97.2% | $1,944-77.1% |