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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 84-4103551 | Accounting | $10,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,085 | $91,198+124.9% | $178,503+14.9% | $79,856+156.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.76% | 24.20%-14.4pp | 151.12%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $7,035 | $3,257+116.0% | $5,011+40.4% | $2,471+184.7% |
| Participant deferral / active EE | $5,187 | $3,237+60.3% | $5,202-0.3% | $3,741+38.7% |
| Admin fee / account holder | $457 | $6,748-93.2% | $13,987-96.7% | $5,306-91.4% |