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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 | $79,181-0.9% | $102,423-23.4% | $74,429+5.5% |
| Participation rate | 77.4% | 74.8%+2.6pp | 76.5%+0.9pp | 67.2%+10.1pp |
| Annual return | 12.58% | 54.97%-42.4pp | 29.42%-16.8pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,211 | $2,362-48.7% | $3,023-59.9% | $2,625-53.8% |
| Participant deferral / active EE | $3,037 | $4,416-31.2% | $5,054-39.9% | $4,348-30.2% |
| Admin fee / account holder | $371 | $2,002-81.5% | $9,455-96.1% | $1,944-80.9% |