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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1926539 | Advisory (Participants) | $24,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,896 | $76,551-0.9% | $123,894-38.7% | $62,881+20.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.60% | 18.68%-5.1pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $3,922 | $2,882+36.1% | $4,617-15.1% | $2,281+71.9% |
| Participant deferral / active EE | $8,771 | $4,840+81.2% | $5,984+46.6% | $3,203+173.8% |
| Admin fee / account holder | $497 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |