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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 | $78,529+82.8% | $105,591+36.0% | $74,400+93.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 8.74% | 15.94%-7.2pp | 116.43%-107.7pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $3,897 | $2,522+54.5% | $3,166+23.1% | $2,624+48.5% |
| Participant deferral / active EE | $7,944 | $4,321+83.8% | $5,008+58.6% | $4,348+82.7% |
| Admin fee / account holder | $496 | $2,216-77.6% | $11,024-95.5% | $1,944-74.5% |