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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,585 | $78,636+82.6% | $105,607+36.0% | $74,459+92.8% |
| Participation rate | 97.6% | 72.8%+24.9pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 8.74% | 15.96%-7.2pp | 116.11%-107.4pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $3,897 | $2,523+54.4% | $3,167+23.1% | $2,626+48.4% |
| Participant deferral / active EE | $7,944 | $4,322+83.8% | $5,011+58.5% | $4,350+82.6% |
| Admin fee / account holder | $496 | $2,220-77.6% | $10,958-95.5% | $1,945-74.5% |