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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,759 | $305,925-57.9% | $178,499-27.9% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 81.9%+18.1pp | - |
| Annual return | 10.95% | 10.58%+0.4pp | 151.10%-140.2pp | - |
| Employer contribution / active EE | $4,791 | $2,545+88.2% | $5,011-4.4% | - |
| Participant deferral / active EE | $3,795 | $2,511+51.1% | $5,202-27.0% | - |
| Admin fee / account holder | $616 | $21,071-97.1% | $13,986-95.6% | - |