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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,484 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN & STERLING INVESTMENT Service code 22 · EIN 13-3749682 | Insurance Broker | $21,409 |
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 | $95,760 | $73,863+29.6% | $143,797-33.4% | $68,490+39.8% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -17.21% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,114 | $3,185-33.6% | $4,952-57.3% | $2,597-18.6% |
| Participant deferral / active EE | $5,856 | $3,385+73.0% | $5,638+3.9% | $4,028+45.4% |
| Admin fee / account holder | $317 | $5,756-94.5% | $14,679-97.8% | $5,403-94.1% |