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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,532 | $122,258-41.5% | $199,883-64.2% | $64,097+11.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 86.8%+13.2pp | 55.2%+44.8pp |
| Annual return | 12.19% | 24.91%-12.7pp | 43.81%-31.6pp | 34.64%-22.5pp |
| Employer contribution / active EE | $7,438 | $4,242+75.3% | $6,261+18.8% | $1,891+293.2% |
| Participant deferral / active EE | $3,200 | $6,258-48.9% | $9,138-65.0% | $3,080+3.9% |
| Admin fee / account holder | $332 | $3,882-91.4% | $17,268-98.1% | $3,454-90.4% |