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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 95-3613282 | Valuation (appraisals, etc.); Direct ... | $25,309 |
Service code 21 · EIN 36-3855552 | Bank Trustee | $20,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,325 | $101,591+214.3% | $147,096+117.1% | $74,429+329.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.03% | 8746.45%-8733.4pp | 419.75%-406.7pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $4,649 | $3,813+21.9% | $4,936-5.8% | $2,625+77.1% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $335 | $1,750-80.9% | $13,005-97.4% | $1,944-82.8% |