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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,830 |
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 | $66,878 | $61,338+9.0% | $149,717-55.3% | $71,495-6.5% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 16.48% | 35.86%-19.4pp | 134.41%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,405 | $2,381+85.0% | $4,820-8.6% | $2,589+70.1% |
| Participant deferral / active EE | $2,600 | $2,919-10.9% | $5,682-54.2% | $4,291-39.4% |
| Admin fee / account holder | $421 | $1,263-66.7% | $13,213-96.8% | $1,588-73.5% |