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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,091 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,155 | $104,336-73.0% | $159,487-82.3% | $86,821-67.6% |
| Participation rate | 74.8% | 77.7%-2.9pp | 82.8%-8.0pp | 72.3%+2.5pp |
| Annual return | 18.53% | 26.32%-7.8pp | 263.71%-245.2pp | 97.94%-79.4pp |
| Employer contribution / active EE | $1,830 | $3,451-47.0% | $4,831-62.1% | $2,406-24.0% |
| Participant deferral / active EE | $3,654 | $6,837-46.6% | $7,354-50.3% | $4,132-11.6% |
| Admin fee / account holder | $320 | $172+85.6% | $10,804-97.0% | $170+88.5% |