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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $53,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,596 | $55,932+87.0% | $76,735+36.3% | $67,986+53.8% |
| Participation rate | 91.1% | 50.8%+40.3pp | 69.5%+21.6pp | 57.2%+33.9pp |
| Annual return | 17.27% | 23.10%-5.8pp | 29.77%-12.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $1,255 | $1,487-15.6% | $2,454-48.9% | $2,019-37.8% |
| Participant deferral / active EE | $5,525 | $2,558+116.0% | $4,088+35.2% | $3,358+64.5% |
| Admin fee / account holder | $423 | $4,907-91.4% | $7,189-94.1% | $3,203-86.8% |