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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $224 |
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 | $76,890 | $84,493-9.0% | $125,381-38.7% | $66,938+14.9% |
| Participation rate | 73.0% | 76.4%-3.4pp | 82.4%-9.4pp | 69.8%+3.2pp |
| Annual return | -13.84% | -8.49%-5.4pp | 572.31%-586.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,695 | $6,783-16.0% | $7,448-23.5% | $4,238+34.4% |
| Admin fee / account holder | $555 | $685-18.9% | $10,007-94.5% | $594-6.4% |