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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 | $50,554+217.9% | $67,681+137.5% | $87,485+83.7% |
| Participation rate | 97.0% | 67.7%+29.3pp | 73.7%+23.2pp | 68.9%+28.0pp |
| Annual return | 42.64% | 17.81%+24.8pp | 590.58%-547.9pp | 26.06%+16.6pp |
| Employer contribution / active EE | $10,462 | $1,988+426.1% | $2,678+290.6% | $2,596+303.0% |
| Participant deferral / active EE | $6,475 | $2,961+118.7% | $3,976+62.9% | $4,274+51.5% |
| Admin fee / account holder | $425 | $4,132-89.7% | $6,100-93.0% | $7,775-94.5% |