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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $74,396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,857 | $64,176-55.0% | $112,249-74.3% | $66,938-56.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 1.10% | -13.80%+14.9pp | 27.48%-26.4pp | 1.58%-0.5pp |
| Employer contribution / active EE | $702 | $3,007-76.6% | $3,636-80.7% | $2,545-72.4% |
| Participant deferral / active EE | $1,526 | $3,694-58.7% | $4,729-67.7% | $4,238-64.0% |
| Admin fee / account holder | $349 | $626-44.2% | $6,412-94.6% | $594-41.2% |