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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 33-0809931 | Investment Management | $137,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,811 | $71,192+83.7% | $117,861+11.0% | $62,293+110.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.70% | 18.66%-4.0pp | 335.11%-320.4pp | 28.90%-14.2pp |
| Employer contribution / active EE | $8,472 | $1,934+338.1% | $3,786+123.7% | $2,042+314.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $940 | $587+60.1% | $8,021-88.3% | $479+96.1% |