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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $108,494 |
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 | $493,492 | $61,391+703.8% | $149,723+229.6% | $71,529+589.9% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.6pp | 67.9%+30.4pp |
| Annual return | 24.24% | 35.88%-11.6pp | 134.50%-110.3pp | 28.97%-4.7pp |
| Employer contribution / active EE | $13,605 | $2,384+470.8% | $4,821+182.2% | $2,590+425.3% |
| Participant deferral / active EE | $7,527 | $2,921+157.7% | $5,682+32.5% | $4,291+75.4% |
| Admin fee / account holder | $340 | $1,264-73.1% | $13,215-97.4% | $1,588-78.6% |