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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,532 | $132,049-45.8% | $200,582-64.3% | $74,304-3.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 12.19% | 22.22%-10.0pp | 42.33%-30.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $7,438 | $4,558+63.2% | $6,419+15.9% | $2,241+231.9% |
| Participant deferral / active EE | $3,200 | $7,213-55.6% | $9,331-65.7% | $3,767-15.1% |
| Admin fee / account holder | $332 | $2,405-86.2% | $16,305-98.0% | $2,969-88.8% |