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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 26-1557474 | Accounting | $9,300 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $178 |
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 | $134,710 | $85,766+57.1% | $136,298-1.2% | $70,126+92.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.37% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,249 | $2,966+144.4% | $4,696+54.4% | $2,343+209.4% |
| Participant deferral / active EE | $6,302 | $5,051+24.8% | $6,247+0.9% | $3,332+89.1% |
| Admin fee / account holder | $1,389 | $5,421-74.4% | $9,244-85.0% | $4,645-70.1% |