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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,315 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,554 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,141 | $93,182-19.4% | $146,647-48.8% | $79,389-5.4% |
| Participation rate | 99.2% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 35.06% | 21.61%+13.5pp | 22.75%+12.3pp | 116.89%-81.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,261 | $4,169+2.2% | $5,506-22.6% | $4,046+5.3% |
| Admin fee / account holder | $461 | $585-21.2% | $10,281-95.5% | $626-26.4% |