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| Provider | Service type | Compensation |
|---|---|---|
ESOP FIDUCIARIES1 year Service code 16 · EIN 82-1679944 | Consulting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,452 | $53,546+414.4% | $69,884+294.2% | $68,486+302.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 3.22% | -13.87%+17.1pp | 190.81%-187.6pp | -7.85%+11.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $553 | $4,693-88.2% | $6,266-91.2% | $5,404-89.8% |