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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $330 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,096 | $101,499-5.3% | $147,005-34.6% | $74,546+28.9% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.2pp | 67.2%+4.7pp |
| Annual return | 11.82% | 8732.34%-8720.5pp | 418.76%-406.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,194 | $7,304-15.2% | $8,070-23.2% | $4,347+42.5% |
| Admin fee / account holder | $473 | $1,748-73.0% | $13,006-96.4% | $1,944-75.7% |