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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $14,946 |
Service code 10 · EIN 38-2492570 | Accounting | $8,500 |
HUNGERFORD NICHOLS6 years Service code 10 · EIN 38-2184825 | Accounting | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,076 | $73,009-67.0% | $90,760-73.5% | $68,486-64.8% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -19.23% | -13.81%-5.4pp | -12.16%-7.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,606 | $3,626-55.7% | $4,565-64.8% | $4,028-60.1% |
| Admin fee / account holder | $367 | $5,896-93.8% | $8,444-95.7% | $5,404-93.2% |