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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Custodial (securities); Participant c... | $52,115 |
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 | $67,729 | $61,391+10.3% | $149,723-54.8% | $71,529-5.3% |
| Participation rate | 80.5% | 62.5%+18.0pp | 78.8%+1.7pp | 67.9%+12.5pp |
| Annual return | 18.26% | 35.88%-17.6pp | 134.50%-116.2pp | 28.97%-10.7pp |
| Employer contribution / active EE | $1,441 | $2,384-39.5% | $4,821-70.1% | $2,590-44.3% |
| Participant deferral / active EE | $3,189 | $2,921+9.2% | $5,682-43.9% | $4,291-25.7% |
| Admin fee / account holder | $364 | $1,264-71.2% | $13,215-97.2% | $1,588-77.1% |