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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,798 |
Filed as: PURSHE KAPLAN & STERLING INVESTMENT Service code 22 · EIN 13-3749682 | Insurance Broker | $21,020 |
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 | $120,171 | $95,415+25.9% | $185,851-35.3% | $85,851+40.0% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.1pp | 69.3%+29.4pp |
| Annual return | 14.62% | 23.59%-9.0pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $4,540 | $3,314+37.0% | $5,168-12.2% | $2,565+76.9% |
| Participant deferral / active EE | $5,425 | $3,424+58.5% | $5,569-2.6% | $3,952+37.3% |
| Admin fee / account holder | $347 | $7,215-95.2% | $16,245-97.9% | $6,261-94.5% |