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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Direct payment from the plan; Account... | $53,961 |
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 | $56,634 | $65,125-13.0% | $143,797-60.6% | $66,949-15.4% |
| Participation rate | 88.7% | 65.2%+23.5pp | 80.3%+8.4pp | 69.8%+18.9pp |
| Annual return | -14.38% | -11.13%-3.2pp | -0.04%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $1,727 | $2,362-26.9% | $4,952-65.1% | $2,545-32.1% |
| Participant deferral / active EE | $3,473 | $2,920+18.9% | $5,638-38.4% | $4,239-18.1% |
| Admin fee / account holder | $385 | $503-23.3% | $14,679-97.4% | $594-35.1% |