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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,702 | $72,269-58.9% | $101,271-70.7% | $79,852-62.8% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 7.97% | 22.29%-14.3pp | 46.48%-38.5pp | 31.72%-23.7pp |
| Employer contribution / active EE | $420 | $2,692-84.4% | $3,660-88.5% | $2,471-83.0% |
| Participant deferral / active EE | $1,684 | $3,282-48.7% | $4,371-61.5% | $3,740-55.0% |
| Admin fee / account holder | $329 | $4,401-92.5% | $5,948-94.5% | $5,306-93.8% |