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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $13,299 |
HUNGERFORD NICHOLS3 years Service code 10 · EIN 38-2184825 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,373 | $62,002-60.7% | $93,621-74.0% | - |
| Participation rate | 52.5% | 71.3%-18.8pp | 75.8%-23.3pp | - |
| Annual return | 21.20% | 20.75%+0.4pp | 32.76%-11.6pp | - |
| Employer contribution / active EE | $0 | $1,327-100.0% | $2,719-100.0% | - |
| Participant deferral / active EE | $905 | $2,563-64.7% | $4,070-77.8% | - |
| Admin fee / account holder | $328 | $6,149-94.7% | $7,890-95.8% | - |