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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450962 | Recordkeeping | $86,103 |
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 | $165,876 | $77,677+113.5% | $109,173+51.9% | $79,391+108.9% |
| Participation rate | 88.3% | 67.8%+20.5pp | 75.9%+12.5pp | 70.7%+17.6pp |
| Annual return | 36.11% | 23.44%+12.7pp | 25.75%+10.4pp | 116.88%-80.8pp |
| Employer contribution / active EE | $7,347 | $2,798+162.5% | $3,723+97.3% | $2,428+202.6% |
| Participant deferral / active EE | $1,878 | $3,517-46.6% | $4,654-59.7% | $4,046-53.6% |
| Admin fee / account holder | $574 | $732-21.6% | $6,755-91.5% | $627-8.4% |