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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $248 |
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 | $112,017 | $76,551+46.3% | $123,894-9.6% | $62,881+78.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,606 | $2,882+129.2% | $4,617+43.1% | $2,281+189.6% |
| Participant deferral / active EE | $6,423 | $4,840+32.7% | $5,984+7.3% | $3,203+100.5% |
| Admin fee / account holder | $1,002 | $4,826-79.2% | $8,357-88.0% | $4,296-76.7% |