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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,488 | $60,989-38.5% | $60,899-38.4% | $66,930-44.0% |
| Participation rate | 81.0% | 74.5%+6.5pp | 73.1%+7.8pp | 69.8%+11.1pp |
| Annual return | -20.55% | -9.60%-11.0pp | 16.92%-37.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $1,668 | $2,661-37.3% | $2,702-38.3% | $2,545-34.4% |
| Participant deferral / active EE | $3,735 | $3,615+3.3% | $3,817-2.1% | $4,238-11.9% |
| Admin fee / account holder | $321 | $338-5.0% | $3,225-90.0% | $593-45.8% |