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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,478 |
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 | $305,480 | $52,961+476.8% | $172,752+76.8% | $65,185+368.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.99% | 30.12%-11.1pp | 802.97%-784.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $11,731 | $2,190+435.6% | $5,144+128.0% | $2,177+438.9% |
| Participant deferral / active EE | $7,531 | $2,471+204.8% | $5,198+44.9% | $3,514+114.3% |
| Admin fee / account holder | $1,518 | $472+221.7% | $13,955-89.1% | $847+79.2% |