Filed September 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,676 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $300,547 | $55,472+441.8% | $155,567+93.2% | $74,546+303.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.1pp | 67.2%+32.0pp |
| Annual return | 15.29% | 268.72%-253.4pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $11,078 | $2,269+388.3% | $4,674+137.0% | $2,624+322.1% |
| Participant deferral / active EE | $4,503 | $2,838+58.7% | $5,628-20.0% | $4,347+3.6% |
| Admin fee / account holder | $504 | $1,743-71.1% | $15,916-96.8% | $1,944-74.1% |