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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $42,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,453 | $102,422-53.7% | $147,117-67.7% | $80,959-41.4% |
| Participation rate | 75.4% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 14.57% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $10,617 | $3,717+185.6% | $4,932+115.2% | $2,757+285.1% |
| Participant deferral / active EE | $22,569 | $6,652+239.3% | $8,065+179.8% | $4,300+424.8% |
| Admin fee / account holder | $300 | $7,953-96.2% | $12,993-97.7% | $6,925-95.7% |