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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $59,709 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,305 | $63,768-18.0% | $98,506-46.9% | $79,389-34.1% |
| Participation rate | 78.2% | 69.9%+8.3pp | 73.3%+4.8pp | 70.7%+7.5pp |
| Annual return | 12.80% | 626.18%-613.4pp | 1494.92%-1482.1pp | 116.89%-104.1pp |
| Employer contribution / active EE | $768 | $2,558-70.0% | $2,961-74.1% | $2,428-68.4% |
| Participant deferral / active EE | $3,852 | $3,305+16.6% | $4,277-9.9% | $4,046-4.8% |
| Admin fee / account holder | $519 | $516+0.7% | $5,955-91.3% | $626-17.1% |