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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,908 | $71,873-27.8% | $86,698-40.1% | $68,490-24.2% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -20.74% | 3.54%-24.3pp | 35.96%-56.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,133 | $2,173-47.8% | $2,837-60.0% | $2,597-56.3% |
| Participant deferral / active EE | $4,349 | $3,779+15.1% | $4,656-6.6% | $4,028+8.0% |
| Admin fee / account holder | $316 | $6,110-94.8% | $7,492-95.8% | $5,403-94.1% |