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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,607 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $64,176-59.4% | $112,263-76.8% | $66,949-61.1% |
| Participation rate | 79.1% | 68.4%+10.7pp | 75.1%+4.1pp | 69.8%+9.3pp |
| Annual return | -14.75% | -13.80%-1.0pp | 27.49%-42.2pp | 1.57%-16.3pp |
| Employer contribution / active EE | $3,845 | $3,007+27.9% | $3,636+5.7% | $2,545+51.1% |
| Participant deferral / active EE | $2,006 | $3,694-45.7% | $4,729-57.6% | $4,239-52.7% |
| Admin fee / account holder | $327 | $626-47.8% | $6,410-94.9% | $594-45.0% |