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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,791 | $79,223-19.5% | $102,460-37.7% | $74,478-14.3% |
| Participation rate | 81.1% | 74.8%+6.3pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 9.63% | 54.98%-45.3pp | 29.47%-19.8pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,588 | $4,417-41.4% | $5,056-48.8% | $4,350-40.5% |
| Admin fee / account holder | $412 | $2,003-79.4% | $9,460-95.6% | $1,946-78.8% |