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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $82,845 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $65,125-33.3% | $143,797-69.8% | $66,949-35.2% |
| Participation rate | 51.9% | 65.2%-13.3pp | 80.3%-28.4pp | 69.8%-17.9pp |
| Annual return | -14.53% | -11.13%-3.4pp | -0.04%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $970 | $2,362-59.0% | $4,952-80.4% | $2,545-61.9% |
| Participant deferral / active EE | $1,804 | $2,920-38.2% | $5,638-68.0% | $4,239-57.4% |
| Admin fee / account holder | $335 | $503-33.3% | $14,679-97.7% | $594-43.5% |