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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,508 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-3570392 | Accounting | $34,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,488 | $104,479+152.2% | $159,474+65.2% | $79,391+231.9% |
| Participation rate | 96.3% | 76.6%+19.7pp | 82.8%+13.5pp | 70.7%+25.6pp |
| Annual return | 12.72% | 67.98%-55.3pp | 263.68%-251.0pp | 116.88%-104.2pp |
| Employer contribution / active EE | $4,645 | $3,417+35.9% | $4,831-3.8% | $2,428+91.3% |
| Participant deferral / active EE | $12,204 | $6,468+88.7% | $7,353+66.0% | $4,046+201.6% |
| Admin fee / account holder | $931 | $711+30.9% | $10,802-91.4% | $627+48.7% |