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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,547 | $104,482-21.0% | $159,455-48.2% | $79,393+4.0% |
| Participation rate | 74.8% | 76.6%-1.8pp | 82.8%-8.0pp | 70.7%+4.1pp |
| Annual return | 18.36% | 67.96%-49.6pp | 263.63%-245.3pp | 116.87%-98.5pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,762 | $6,467-26.4% | $7,353-35.2% | $4,046+17.7% |
| Admin fee / account holder | $586 | $711-17.5% | $10,800-94.6% | $627-6.4% |