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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,758 | $58,292+146.6% | $86,640+65.9% | $71,511+101.0% |
| Participation rate | 54.5% | 65.0%-10.5pp | 71.7%-17.2pp | 67.9%-13.4pp |
| Annual return | 21.00% | 21.63%-0.6pp | 592.52%-571.5pp | 28.86%-7.9pp |
| Employer contribution / active EE | $2,132 | $2,574-17.2% | $3,024-29.5% | $2,589-17.7% |
| Participant deferral / active EE | $4,641 | $3,438+35.0% | $4,438+4.6% | $4,291+8.2% |
| Admin fee / account holder | $536 | $1,057-49.3% | $5,616-90.5% | $1,588-66.3% |