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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,587 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $20,148 |
Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 49 · EIN 58-2365498 | Other Services | $4,769 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,914 | $49,177+62.5% | $79,466+0.6% | $64,173+24.5% |
| Participation rate | 73.9% | 65.0%+8.9pp | 73.3%+0.6pp | 69.6%+4.3pp |
| Annual return | -1.07% | -1.16%+0.1pp | 718.28%-719.4pp | 7.63%-8.7pp |
| Employer contribution / active EE | $4,662 | $2,076+124.5% | $2,800+66.5% | $2,381+95.8% |
| Participant deferral / active EE | $23,197 | $2,821+722.2% | $3,704+526.3% | $3,470+568.6% |
| Admin fee / account holder | $436 | $3,839-88.6% | $5,104-91.5% | $4,887-91.1% |