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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $64,417 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,442 | $65,092+111.2% | $143,799-4.4% | $66,938+105.3% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -17.04% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $8,679 | $2,362+267.5% | $4,952+75.3% | $2,545+241.0% |
| Participant deferral / active EE | $10,404 | $2,920+256.3% | $5,638+84.5% | $4,238+145.5% |
| Admin fee / account holder | $316 | $502-37.1% | $14,677-97.8% | $594-46.8% |