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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,285 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,966 | $89,739-42.1% | $149,721-65.3% | $62,293-16.6% |
| Participation rate | 75.0% | 85.1%-10.1pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 11.09% | 21.01%-9.9pp | 1501.67%-1490.6pp | 28.90%-17.8pp |
| Employer contribution / active EE | $1,175 | $3,233-63.7% | $5,444-78.4% | $2,042-42.5% |
| Participant deferral / active EE | $2,946 | $4,797-38.6% | $6,568-55.2% | $3,169-7.0% |
| Admin fee / account holder | $417 | $551-24.3% | $11,282-96.3% | $479-13.0% |