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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 | $61,295+705.1% | $149,682+229.7% | $71,476+590.4% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.6pp | 67.9%+30.4pp |
| Annual return | 24.24% | 35.86%-11.6pp | 134.35%-110.1pp | 28.85%-4.6pp |
| Employer contribution / active EE | $13,605 | $2,380+471.7% | $4,818+182.4% | $2,589+425.6% |
| Participant deferral / active EE | $7,527 | $2,918+157.9% | $5,681+32.5% | $4,290+75.5% |
| Admin fee / account holder | $340 | $1,262-73.0% | $13,210-97.4% | $1,587-78.6% |