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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $30,000 |
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 | $122,624 | $95,542+28.3% | $69,464+76.5% | $67,579+81.5% |
| Participation rate | 97.9% | 79.4%+18.6pp | 74.6%+23.3pp | 71.3%+26.6pp |
| Annual return | 17.18% | 17.67%-0.5pp | 28.98%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $5,829 | $2,989+95.0% | $2,779+109.7% | $2,148+171.4% |
| Participant deferral / active EE | $3,423 | $3,263+4.9% | $3,536-3.2% | $3,539-3.3% |
| Admin fee / account holder | $554 | $90+516.4% | $3,840-85.6% | $142+289.2% |