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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $31,142 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,936 |
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 | $70,840 | $59,111+19.8% | $86,451-18.1% | $68,490+3.4% |
| Participation rate | 96.6% | 75.2%+21.4pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -14.14% | -0.22%-13.9pp | 4398.51%-4412.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,545 | $2,519+80.4% | $3,770+20.6% | $2,597+75.0% |
| Participant deferral / active EE | $10,347 | $5,900+75.4% | $6,953+48.8% | $4,028+156.9% |
| Admin fee / account holder | $554 | $5,640-90.2% | $6,734-91.8% | $5,403-89.7% |