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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $2,700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,825 |
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 | $79,525 | $77,670+2.4% | $109,163-27.2% | $79,393+0.2% |
| Participation rate | 74.5% | 67.8%+6.7pp | 75.9%-1.3pp | 70.7%+3.8pp |
| Annual return | 13.31% | 23.44%-10.1pp | 25.75%-12.4pp | 116.87%-103.6pp |
| Employer contribution / active EE | $2,560 | $2,798-8.5% | $3,723-31.2% | $2,428+5.5% |
| Participant deferral / active EE | $4,416 | $3,518+25.5% | $4,654-5.1% | $4,046+9.1% |
| Admin fee / account holder | $576 | $732-21.4% | $6,754-91.5% | $627-8.1% |