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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,360 | $82,093-35.0% | $379,746-85.9% | $73,412-27.3% |
| Participation rate | 94.1% | 76.8%+17.3pp | 78.4%+15.7pp | 72.2%+21.9pp |
| Annual return | 16.14% | 18.89%-2.8pp | 34.90%-18.8pp | 59.30%-43.2pp |
| Employer contribution / active EE | $465 | $2,847-83.7% | $3,540-86.9% | $2,234-79.2% |
| Participant deferral / active EE | $4,413 | $4,697-6.0% | $6,024-26.7% | $3,806+16.0% |
| Admin fee / account holder | $387 | $128+202.8% | $7,927-95.1% | $158+144.8% |