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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Recordkeeping fees; Recordkeeping and... | $57,105 |
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 | $70,060 | $55,446+26.4% | $155,574-55.0% | $74,429-5.9% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 11.61% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,729 | $2,266-23.7% | $4,676-63.0% | $2,625-34.1% |
| Participant deferral / active EE | $3,250 | $2,836+14.6% | $5,629-42.3% | $4,348-25.3% |
| Admin fee / account holder | $388 | $1,743-77.7% | $15,914-97.6% | $1,944-80.0% |