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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $192 |
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 | $48,961 | $42,367+15.6% | $79,583-38.5% | $64,824-24.5% |
| Participation rate | 95.3% | 64.7%+30.5pp | 69.5%+25.8pp | 71.5%+23.8pp |
| Annual return | -17.06% | -12.24%-4.8pp | 0.16%-17.2pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,354 | $1,181+99.4% | $2,414-2.5% | $2,507-6.1% |
| Participant deferral / active EE | $4,375 | $3,168+38.1% | $3,986+9.8% | $4,311+1.5% |
| Admin fee / account holder | $304 | $160+90.6% | $6,835-95.5% | $188+61.9% |