Filed October 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,296 |
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).
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 | $65,960 | $41,151+60.3% | $80,648-18.2% | $71,529-7.8% |
| Participation rate | 97.5% | 50.2%+47.3pp | 67.0%+30.5pp | 67.9%+29.6pp |
| Annual return | 19.62% | 38.49%-18.9pp | 937.21%-917.6pp | 28.97%-9.4pp |
| Employer contribution / active EE | $1,074 | $1,513-29.1% | $2,724-60.6% | $2,590-58.5% |
| Participant deferral / active EE | $4,252 | $2,700+57.4% | $4,443-4.3% | $4,291-0.9% |
| Admin fee / account holder | $307 | $1,842-83.3% | $5,382-94.3% | $1,588-80.7% |