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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Custodial (securities); Recordkeeping... | $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 | $55,470+26.3% | $155,556-55.0% | $74,478-5.9% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 11.61% | 269.80%-258.2pp | 64.84%-53.2pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,729 | $2,267-23.7% | $4,675-63.0% | $2,626-34.2% |
| Participant deferral / active EE | $3,250 | $2,838+14.5% | $5,631-42.3% | $4,350-25.3% |
| Admin fee / account holder | $388 | $1,744-77.7% | $15,885-97.6% | $1,946-80.0% |