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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,890 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $47,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,504 | $82,188-67.8% | $125,391-78.9% | $64,824-59.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 82.4%-12.4pp | 71.5%-1.5pp |
| Annual return | -17.50% | 3.50%-21.0pp | 572.41%-589.9pp | 32.84%-50.3pp |
| Employer contribution / active EE | $2,012 | $3,617-44.4% | $4,816-58.2% | $2,507-19.7% |
| Participant deferral / active EE | $4,165 | $7,177-42.0% | $7,448-44.1% | $4,311-3.4% |
| Admin fee / account holder | $356 | $163+117.8% | $10,009-96.4% | $188+89.3% |