Filed September 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,351 |
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 | $273,642 | $61,338+346.1% | $149,717+82.8% | $71,495+282.7% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.6pp | 67.9%+30.4pp |
| Annual return | 18.56% | 35.86%-17.3pp | 134.41%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $11,311 | $2,381+375.0% | $4,820+134.7% | $2,589+336.8% |
| Participant deferral / active EE | $3,893 | $2,919+33.4% | $5,682-31.5% | $4,291-9.3% |
| Admin fee / account holder | $525 | $1,263-58.4% | $13,213-96.0% | $1,588-66.9% |