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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $135,133 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,284 | $55,423+918.1% | $155,602+262.6% | $74,400+658.4% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.35% | 269.07%-250.7pp | 64.81%-46.5pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $12,862 | $2,266+467.7% | $4,675+175.1% | $2,624+390.1% |
| Participant deferral / active EE | $7,293 | $2,835+157.3% | $5,629+29.6% | $4,348+67.7% |
| Admin fee / account holder | $424 | $1,744-75.7% | $15,923-97.3% | $1,944-78.2% |