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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $52,139 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,618 | $66,124-35.5% | $90,461-52.9% | $73,497-42.0% |
| Participation rate | 80.9% | 69.7%+11.2pp | 72.7%+8.2pp | 70.7%+10.2pp |
| Annual return | 10.51% | 17.65%-7.1pp | 1294.76%-1284.3pp | 28.51%-18.0pp |
| Employer contribution / active EE | $600 | $2,346-74.4% | $3,264-81.6% | $2,270-73.6% |
| Participant deferral / active EE | $2,831 | $3,039-6.9% | $3,964-28.6% | $3,740-24.3% |
| Admin fee / account holder | $428 | $396+8.1% | $5,617-92.4% | $513-16.5% |