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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,127 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,077 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $84,499-56.3% | $125,391-70.6% | $66,949-44.9% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.1pp | 69.8%+1.5pp |
| Annual return | -15.35% | -8.49%-6.9pp | 572.41%-587.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,631 | $3,554-26.0% | $4,816-45.4% | $2,545+3.4% |
| Participant deferral / active EE | $3,762 | $6,785-44.6% | $7,448-49.5% | $4,239-11.3% |
| Admin fee / account holder | $313 | $685-54.3% | $10,009-96.9% | $594-47.3% |