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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 41-0417830 | Recordkeeping and information managem... | $143,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,817 | $83,369-3.1% | $105,223-23.2% | $67,986+18.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 13.73% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-17.9pp |
| Employer contribution / active EE | $13,454 | $2,541+429.6% | $3,689+264.8% | $2,019+566.5% |
| Participant deferral / active EE | $19,157 | $3,295+481.4% | $5,072+277.7% | $3,358+470.5% |
| Admin fee / account holder | $306 | $4,073-92.5% | $8,859-96.5% | $3,203-90.4% |