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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,371 | $46,732+446.5% | $156,551+63.1% | $55,167+362.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.44% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $9,751 | $2,105+363.2% | $5,501+77.3% | $1,963+396.9% |
| Participant deferral / active EE | $6,791 | $2,204+208.1% | $4,871+39.4% | $3,054+122.4% |
| Admin fee / account holder | $892 | $418+113.3% | $13,028-93.1% | $504+77.1% |