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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $13,416 |
HUNGERFORD NICHOLS4 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,137 | $81,208-65.4% | $98,920-71.6% | $79,856-64.8% |
| Participation rate | 56.1% | 72.5%-16.4pp | 76.0%-19.9pp | 69.6%-13.5pp |
| Annual return | 15.04% | 60.99%-46.0pp | 196.47%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $993 | $3,265-69.6% | $4,245-76.6% | $3,741-73.5% |
| Admin fee / account holder | $325 | $6,013-94.6% | $6,643-95.1% | $5,306-93.9% |