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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,522 |
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 | $31,288 | $76,696-59.2% | $96,538-67.6% | $71,529-56.3% |
| Participation rate | 82.0% | 66.6%+15.4pp | 74.3%+7.6pp | 67.9%+14.0pp |
| Annual return | 15.88% | 48.32%-32.4pp | 35.74%-19.9pp | 28.97%-13.1pp |
| Employer contribution / active EE | $1,329 | $3,032-56.2% | $3,740-64.5% | $2,590-48.7% |
| Participant deferral / active EE | $3,984 | $3,770+5.7% | $4,880-18.4% | $4,291-7.2% |
| Admin fee / account holder | $352 | $2,030-82.7% | $6,737-94.8% | $1,588-77.8% |