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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 | $55,437+917.9% | $155,534+262.8% | $74,459+657.8% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.35% | 269.58%-251.2pp | 64.92%-46.6pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $12,862 | $2,266+467.6% | $4,675+175.1% | $2,626+389.8% |
| Participant deferral / active EE | $7,293 | $2,837+157.0% | $5,630+29.5% | $4,350+67.7% |
| Admin fee / account holder | $424 | $1,742-75.7% | $15,900-97.3% | $1,945-78.2% |