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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $80,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,276 | $56,540-9.3% | $185,849-72.4% | $86,821-40.9% |
| Participation rate | 59.3% | 65.5%-6.2pp | 81.7%-22.4pp | 72.3%-13.0pp |
| Annual return | 16.68% | 118.20%-101.5pp | 122.10%-105.4pp | 97.94%-81.3pp |
| Employer contribution / active EE | $630 | $1,844-65.9% | $5,169-87.8% | $2,406-73.8% |
| Participant deferral / active EE | $1,153 | $2,555-54.9% | $5,569-79.3% | $4,132-72.1% |
| Admin fee / account holder | $317 | $150+111.8% | $16,244-98.0% | $170+86.9% |