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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 58-2498531 | Recordkeeping | $5,770 |
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 | $192,329 | $85,171+125.8% | $172,753+11.3% | $72,976+163.6% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 17.49% | 27.32%-9.8pp | 803.00%-785.5pp | 81.02%-63.5pp |
| Employer contribution / active EE | $6,569 | $3,324+97.6% | $5,144+27.7% | $2,440+169.2% |
| Participant deferral / active EE | $5,114 | $3,260+56.9% | $5,198-1.6% | $3,608+41.8% |
| Admin fee / account holder | $452 | $5,880-92.3% | $13,956-96.8% | $5,124-91.2% |