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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 | $55,446+35.0% | $155,574-51.9% | $74,429+0.5% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 10.32% | 269.20%-258.9pp | 64.87%-54.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,855 | $2,266-18.1% | $4,676-60.3% | $2,625-29.3% |
| Participant deferral / active EE | $3,676 | $2,836+29.6% | $5,629-34.7% | $4,348-15.5% |
| Admin fee / account holder | $433 | $1,743-75.2% | $15,914-97.3% | $1,944-77.7% |