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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 | $113,016-31.8% | $103,447-25.5% | $74,429+3.5% |
| Participation rate | 97.3% | 80.8%+16.5pp | 80.5%+16.7pp | 67.2%+30.0pp |
| Annual return | 19.76% | 23.24%-3.5pp | 23.92%-4.2pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $5,787 | $4,881+18.6% | $4,678+23.7% | $2,625+120.5% |
| Participant deferral / active EE | $9,321 | $7,279+28.0% | $6,624+40.7% | $4,348+114.3% |
| Admin fee / account holder | $782 | $1,709-54.3% | $9,415-91.7% | $1,944-59.8% |