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| Provider | Service type | Compensation |
|---|---|---|
CATALYST INC1 year Service code 99 · EIN 13-1992402 | Other Fees | $56,200 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,000 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,125 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $4,188 |
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 | $160,727 | $48,011+234.8% | $63,803+151.9% | $82,637+94.5% |
| Participation rate | 97.0% | 66.6%+30.4pp | 72.7%+24.3pp | 68.1%+28.9pp |
| Annual return | 42.64% | 19.84%+22.8pp | 543.72%-501.1pp | 53.51%-10.9pp |
| Employer contribution / active EE | $10,462 | $1,904+449.6% | $2,532+313.1% | $2,552+309.9% |
| Participant deferral / active EE | $6,475 | $2,846+127.5% | $3,843+68.5% | $4,126+56.9% |
| Admin fee / account holder | $425 | $3,873-89.0% | $5,196-91.8% | $7,339-94.2% |