Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,841 |
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 | $48,240 | $65,862-26.8% | $124,693-61.3% | $79,393-39.2% |
| Participation rate | 82.0% | 62.2%+19.7pp | 74.6%+7.4pp | 70.7%+11.3pp |
| Annual return | 9.66% | 19.02%-9.4pp | 5144.19%-5134.5pp | 116.87%-107.2pp |
| Employer contribution / active EE | $1,584 | $1,883-15.9% | $3,324-52.3% | $2,428-34.7% |
| Participant deferral / active EE | $2,703 | $2,772-2.5% | $4,615-41.4% | $4,046-33.2% |
| Admin fee / account holder | $356 | $673-47.1% | $7,494-95.3% | $627-43.2% |