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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,796 |
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 | $77,035 | $112,750-31.7% | $103,431-25.5% | $74,400+3.5% |
| Participation rate | 97.3% | 80.9%+16.4pp | 80.5%+16.7pp | 67.2%+30.0pp |
| Annual return | 19.76% | 23.22%-3.5pp | 23.92%-4.2pp | 1367.51%-1347.7pp |
| Employer contribution / active EE | $5,787 | $4,880+18.6% | $4,678+23.7% | $2,624+120.5% |
| Participant deferral / active EE | $9,321 | $7,289+27.9% | $6,625+40.7% | $4,348+114.4% |
| Admin fee / account holder | $782 | $1,702-54.1% | $9,412-91.7% | $1,944-59.8% |