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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $32,868 |
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 | $72,622 | $76,112-4.6% | $96,534-24.8% | $71,511+1.6% |
| Participation rate | 75.4% | 74.4%+1.0pp | 76.0%-0.5pp | 67.9%+7.5pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.88%-9.1pp | 28.86%-12.1pp |
| Employer contribution / active EE | $1,268 | $2,248-43.6% | $2,965-57.3% | $2,589-51.0% |
| Participant deferral / active EE | $3,122 | $4,217-26.0% | $4,851-35.6% | $4,291-27.2% |
| Admin fee / account holder | $316 | $2,708-88.3% | $8,253-96.2% | $1,588-80.1% |