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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1926539 | Advisory (Participants) | $28,614 |
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 | $77,158 | $85,766-10.0% | $136,297-43.4% | $70,124+10.0% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.48% | 31.45%-14.0pp | 5156.19%-5138.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,611 | $2,966+21.8% | $4,696-23.1% | $2,342+54.2% |
| Participant deferral / active EE | $7,675 | $5,051+51.9% | $6,247+22.8% | $3,332+130.3% |
| Admin fee / account holder | $514 | $5,420-90.5% | $9,244-94.4% | $4,645-88.9% |