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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 91-1802259 | Other Fees | $33,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,779 | $65,453-59.1% | $86,691-69.1% | $66,930-60.0% |
| Participation rate | 78.6% | 75.5%+3.2pp | 76.6%+2.0pp | 69.8%+8.8pp |
| Annual return | -14.91% | -10.89%-4.0pp | 35.94%-50.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,392 | $2,154-35.4% | $2,837-50.9% | $2,545-45.3% |
| Participant deferral / active EE | $3,352 | $4,102-18.3% | $4,656-28.0% | $4,238-20.9% |
| Admin fee / account holder | $350 | $642-45.5% | $7,492-95.3% | $593-41.1% |