Filed October 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,118 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,874 | $37,463+46.5% | $77,100-28.8% | $66,949-18.0% |
| Participation rate | 96.5% | 52.9%+43.6pp | 67.9%+28.6pp | 69.8%+26.7pp |
| Annual return | -19.53% | -3.25%-16.3pp | 42.35%-61.9pp | 1.57%-21.1pp |
| Employer contribution / active EE | $939 | $1,535-38.8% | $2,815-66.6% | $2,545-63.1% |
| Participant deferral / active EE | $3,638 | $2,621+38.8% | $4,430-17.9% | $4,239-14.2% |
| Admin fee / account holder | $314 | $568-44.8% | $5,443-94.2% | $594-47.1% |