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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $165,518 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,735 | $86,897+269.1% | $151,639+111.5% | $64,819+394.8% |
| Participation rate | 86.3% | 87.3%-1.0pp | 87.5%-1.2pp | 71.5%+14.8pp |
| Annual return | -15.75% | -3.57%-12.2pp | 3.34%-19.1pp | 32.84%-48.6pp |
| Employer contribution / active EE | $9,855 | $4,010+145.8% | $6,165+59.9% | $2,507+293.1% |
| Participant deferral / active EE | $16,940 | $6,690+153.2% | $8,363+102.6% | $4,311+293.0% |
| Admin fee / account holder | $334 | $153+118.2% | $11,613-97.1% | $188+77.7% |