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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 | $89,435+17.6% | $164,975-36.3% | $77,714+35.3% |
| Participation rate | 84.3% | 78.6%+5.7pp | 78.6%+5.7pp | 70.6%+13.7pp |
| Annual return | 14.00% | 28.82%-14.8pp | 70.12%-56.1pp | 31.26%-17.3pp |
| Employer contribution / active EE | $2,872 | $2,563+12.0% | $4,343-33.9% | $2,727+5.3% |
| Participant deferral / active EE | $3,285 | $4,901-33.0% | $6,033-45.5% | $4,649-29.3% |
| Admin fee / account holder | $376 | $340+10.8% | $12,688-97.0% | $433-13.2% |