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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,698 |
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 | $244,812 | $95,415+156.6% | $185,851+31.7% | $85,851+185.2% |
| Participation rate | 82.8% | 68.8%+14.0pp | 81.7%+1.1pp | 69.3%+13.5pp |
| Annual return | 13.13% | 23.59%-10.5pp | 122.11%-109.0pp | 318.63%-305.5pp |
| Employer contribution / active EE | $8,229 | $3,314+148.3% | $5,168+59.2% | $2,565+220.8% |
| Participant deferral / active EE | $8,768 | $3,424+156.1% | $5,569+57.5% | $3,952+121.8% |
| Admin fee / account holder | $304 | $7,215-95.8% | $16,245-98.1% | $6,261-95.1% |