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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $42,238 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,472 | $101,591-45.4% | $147,096-62.3% | $74,429-25.5% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 11.85% | 8746.45%-8734.6pp | 419.75%-407.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $3,348 | $3,813-12.2% | $4,936-32.2% | $2,625+27.5% |
| Participant deferral / active EE | $12,072 | $7,302+65.3% | $8,071+49.6% | $4,348+177.6% |
| Admin fee / account holder | $385 | $1,750-78.0% | $13,005-97.0% | $1,944-80.2% |