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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $100,374 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,835 | $55,470+34.9% | $155,556-51.9% | $74,478+0.5% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 10.32% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,855 | $2,267-18.2% | $4,675-60.3% | $2,626-29.4% |
| Participant deferral / active EE | $3,676 | $2,838+29.5% | $5,631-34.7% | $4,350-15.5% |
| Admin fee / account holder | $433 | $1,744-75.2% | $15,885-97.3% | $1,946-77.8% |