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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 95-3613282 | Direct payment from the plan; Valuati... | $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 | $101,672+214.1% | $147,117+117.1% | $74,478+328.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.03% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $4,649 | $3,813+21.9% | $4,932-5.8% | $2,626+77.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $335 | $1,753-80.9% | $12,993-97.4% | $1,946-82.8% |