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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,752 | $46,360+423.6% | $147,617+64.4% | $52,331+363.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.89% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $10,070 | $2,126+373.6% | $5,564+81.0% | $1,882+435.2% |
| Participant deferral / active EE | $6,483 | $2,258+187.2% | $4,895+32.4% | $3,022+114.5% |
| Admin fee / account holder | $942 | $766+23.0% | $11,612-91.9% | $592+59.3% |