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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $34,916 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,431 | $79,209+1.5% | $102,434-21.5% | $74,459+8.0% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.3pp |
| Annual return | 10.69% | 54.98%-44.3pp | 29.46%-18.8pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,864 | $2,362-21.1% | $3,023-38.3% | $2,626-29.0% |
| Participant deferral / active EE | $3,567 | $4,417-19.2% | $5,055-29.4% | $4,350-18.0% |
| Admin fee / account holder | $469 | $2,002-76.5% | $9,462-95.0% | $1,945-75.9% |