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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,985 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,829 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 · EIN 27-3232902 | Contract Administrator | $5,597 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $150,577 | $71,873+109.5% | $86,698+73.7% | $68,490+119.9% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -13.86% | 3.54%-17.4pp | 35.96%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $449 | $2,173-79.3% | $2,837-84.2% | $2,597-82.7% |
| Participant deferral / active EE | $6,359 | $3,779+68.3% | $4,656+36.6% | $4,028+57.9% |
| Admin fee / account holder | $567 | $6,110-90.7% | $7,492-92.4% | $5,403-89.5% |