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 | $55,446+442.1% | $155,574+93.2% | $74,429+303.8% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 15.29% | 269.20%-253.9pp | 64.87%-49.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $11,078 | $2,266+388.9% | $4,676+136.9% | $2,625+322.1% |
| Participant deferral / active EE | $4,503 | $2,836+58.8% | $5,629-20.0% | $4,348+3.6% |
| Admin fee / account holder | $504 | $1,743-71.1% | $15,914-96.8% | $1,944-74.1% |