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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,675 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,925 | $86,692-18.2% | $119,634-40.7% | $66,949+5.9% |
| Participation rate | 94.6% | 75.6%+19.0pp | 79.3%+15.3pp | 69.8%+24.8pp |
| Annual return | -18.35% | -8.00%-10.3pp | -14.98%-3.4pp | 1.57%-19.9pp |
| Employer contribution / active EE | $1,456 | $2,536-42.6% | $4,232-65.6% | $2,545-42.8% |
| Participant deferral / active EE | $3,758 | $4,360-13.8% | $5,601-32.9% | $4,239-11.3% |
| Admin fee / account holder | $334 | $755-55.7% | $10,329-96.8% | $594-43.7% |