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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 | $101,653-45.4% | $147,080-62.3% | $74,459-25.5% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 11.85% | 8754.98%-8743.1pp | 420.17%-408.3pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $3,348 | $3,813-12.2% | $4,933-32.1% | $2,626+27.5% |
| Participant deferral / active EE | $12,072 | $7,304+65.3% | $8,066+49.7% | $4,350+177.5% |
| Admin fee / account holder | $385 | $1,752-78.0% | $12,989-97.0% | $1,945-80.2% |