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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,764 |
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 | $105,133 | $89,465+17.5% | $165,100-36.3% | $77,762+35.2% |
| Participation rate | 84.3% | 78.6%+5.7pp | 78.6%+5.7pp | 70.6%+13.7pp |
| Annual return | 14.00% | 28.86%-14.9pp | 70.21%-56.2pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,872 | $2,565+12.0% | $4,348-34.0% | $2,728+5.3% |
| Participant deferral / active EE | $3,285 | $4,904-33.0% | $6,035-45.6% | $4,651-29.4% |
| Admin fee / account holder | $376 | $340+10.7% | $12,696-97.0% | $433-13.1% |