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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $88,982 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,772 | $78,483-31.5% | $106,201-49.4% | $74,546-27.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 13.26% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,557 | $2,522+1.4% | $3,170-19.3% | $2,624-2.6% |
| Participant deferral / active EE | $5,447 | $4,320+26.1% | $5,012+8.7% | $4,347+25.3% |
| Admin fee / account holder | $392 | $2,236-82.5% | $11,039-96.4% | $1,944-79.8% |