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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $30,482 |
Service code 99 · EIN 20-8874282 | Other Fees | $21,061 |
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 | $53,715 | $105,200-48.9% | $159,474-66.3% | $85,847-37.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 11.24% | 45.08%-33.8pp | 263.68%-252.4pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,339 | $5,946+23.4% | $7,353-0.2% | $3,952+85.7% |
| Admin fee / account holder | $418 | $6,934-94.0% | $10,802-96.1% | $6,261-93.3% |