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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,595 |
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 | $261,819 | $47,977+445.7% | $154,108+69.9% | $56,289+365.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.60% | 3.54%-10.1pp | 735.21%-741.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $10,833 | $2,169+399.5% | $5,298+104.5% | $2,111+413.1% |
| Participant deferral / active EE | $7,185 | $2,392+200.4% | $5,081+41.4% | $3,350+114.5% |
| Admin fee / account holder | $1,371 | $438+212.8% | $13,411-89.8% | $521+163.1% |