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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,173 |
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 | $400,075 | $65,071+514.8% | $143,770+178.3% | $66,923+497.8% |
| Participation rate | 96.5% | 65.2%+31.3pp | 80.3%+16.2pp | 69.8%+26.7pp |
| Annual return | -16.59% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $12,107 | $2,361+412.8% | $4,951+144.5% | $2,545+375.8% |
| Participant deferral / active EE | $6,513 | $2,919+123.1% | $5,638+15.5% | $4,237+53.7% |
| Admin fee / account holder | $323 | $502-35.6% | $14,673-97.8% | $593-45.5% |