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| Provider | Service type | Compensation |
|---|---|---|
EMPRISE BANK8+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $49,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,735 | $64,719+20.1% | $112,249-30.7% | $68,486+13.5% |
| Participation rate | 99.0% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -3.66% | -11.40%+7.7pp | 27.48%-31.1pp | -7.85%+4.2pp |
| Employer contribution / active EE | $7,256 | $2,747+164.2% | $3,636+99.5% | $2,597+179.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $305 | $5,232-94.2% | $6,412-95.2% | $5,404-94.4% |