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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $164,555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,140 | $82,674+40.5% | $125,363-7.4% | $68,495+69.6% |
| Participation rate | 92.1% | 75.0%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $10,177 | $3,382+200.9% | $4,815+111.4% | $2,596+292.0% |
| Participant deferral / active EE | $36,002 | $6,111+489.1% | $7,447+383.4% | $4,028+793.9% |
| Admin fee / account holder | $429 | $6,276-93.2% | $10,005-95.7% | $5,403-92.1% |