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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,190 | $80,753+35.2% | $136,298-19.9% | $62,293+75.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.46% | 35.83%-19.4pp | 5156.27%-5139.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,489 | $2,884+21.0% | $4,696-25.7% | $2,042+70.8% |
| Participant deferral / active EE | $8,428 | $5,164+63.2% | $6,247+34.9% | $3,169+165.9% |
| Admin fee / account holder | $639 | $525+21.6% | $9,244-93.1% | $479+33.3% |