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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 | $102,429-53.7% | $147,096-67.7% | $80,925-41.4% |
| Participation rate | 75.4% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 14.57% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $10,617 | $3,716+185.7% | $4,936+115.1% | $2,756+285.2% |
| Participant deferral / active EE | $22,569 | $6,649+239.5% | $8,071+179.6% | $4,299+425.0% |
| Admin fee / account holder | $300 | $7,957-96.2% | $13,005-97.7% | $6,940-95.7% |