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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,547 | $55,415+442.4% | $155,509+93.3% | $74,495+303.4% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.1pp | 67.2%+32.0pp |
| Annual return | 15.29% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $11,078 | $2,267+388.7% | $4,672+137.1% | $2,623+322.4% |
| Participant deferral / active EE | $4,503 | $2,836+58.8% | $5,626-20.0% | $4,346+3.6% |
| Admin fee / account holder | $504 | $1,738-71.0% | $15,912-96.8% | $1,942-74.0% |