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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $37,803 |
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 | $78,488 | $79,223-0.9% | $102,460-23.4% | $74,478+5.4% |
| Participation rate | 77.4% | 74.8%+2.6pp | 76.5%+0.8pp | 67.2%+10.1pp |
| Annual return | 12.58% | 54.98%-42.4pp | 29.47%-16.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,211 | $2,363-48.7% | $3,025-60.0% | $2,626-53.9% |
| Participant deferral / active EE | $3,037 | $4,417-31.3% | $5,056-39.9% | $4,350-30.2% |
| Admin fee / account holder | $371 | $2,003-81.5% | $9,460-96.1% | $1,946-81.0% |