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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $168,899 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $379,038 | $100,272+278.0% | $170,028+122.9% | $74,440+409.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 87.0%+1.9pp | 70.7%+18.2pp |
| Annual return | 17.75% | 66.12%-48.4pp | 53.39%-35.6pp | 34.37%-16.6pp |
| Employer contribution / active EE | $11,110 | $4,266+160.5% | $6,788+63.7% | $2,638+321.2% |
| Participant deferral / active EE | $18,638 | $7,147+160.8% | $10,409+79.1% | $4,529+311.5% |
| Admin fee / account holder | $348 | $235+48.2% | $12,820-97.3% | $348-0.1% |