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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 | $101,653+214.1% | $147,080+117.1% | $74,459+328.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.03% | 8754.98%-8741.9pp | 420.17%-407.1pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $4,649 | $3,813+21.9% | $4,933-5.8% | $2,626+77.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $335 | $1,752-80.9% | $12,989-97.4% | $1,945-82.8% |