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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,303 |
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 | $55,155 | $58,888-6.3% | $178,499-69.1% | $73,493-25.0% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 15.82% | 24.86%-9.0pp | 151.10%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,976 | $2,236-11.6% | $5,011-60.6% | $2,270-13.0% |
| Participant deferral / active EE | $2,677 | $2,568+4.3% | $5,202-48.5% | $3,740-28.4% |
| Admin fee / account holder | $336 | $400-16.2% | $13,986-97.6% | $513-34.6% |