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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,269 | $76,696+176.8% | $96,538+119.9% | $71,529+196.8% |
| Participation rate | 88.7% | 66.6%+22.2pp | 74.3%+14.4pp | 67.9%+20.8pp |
| Annual return | 17.61% | 48.32%-30.7pp | 35.74%-18.1pp | 28.97%-11.4pp |
| Employer contribution / active EE | $15,293 | $3,032+404.5% | $3,740+308.9% | $2,590+490.5% |
| Participant deferral / active EE | $6,384 | $3,770+69.3% | $4,880+30.8% | $4,291+48.8% |
| Admin fee / account holder | $800 | $2,030-60.6% | $6,737-88.1% | $1,588-49.7% |