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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,465 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,388 |
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.
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 | $79,496 | $83,090-4.3% | $130,062-38.9% | $71,529+11.1% |
| Participation rate | 89.8% | 74.1%+15.7pp | 78.5%+11.3pp | 67.9%+21.9pp |
| Annual return | -6.65% | 20.61%-27.3pp | -137.37%+130.7pp | 28.97%-35.6pp |
| Employer contribution / active EE | $4,735 | $2,624+80.5% | $4,322+9.5% | $2,590+82.8% |
| Participant deferral / active EE | $5,063 | $4,436+14.1% | $5,821-13.0% | $4,291+18.0% |
| Admin fee / account holder | $520 | $1,727-69.9% | $10,601-95.1% | $1,588-67.2% |