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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 84-4103551 | Accounting | $10,500 |
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 | $210,480 | $95,415+120.6% | $185,851+13.3% | $85,851+145.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.61% | 23.59%-12.0pp | 122.11%-110.5pp | 318.63%-307.0pp |
| Employer contribution / active EE | $7,333 | $3,314+121.3% | $5,168+41.9% | $2,565+185.8% |
| Participant deferral / active EE | $5,575 | $3,424+62.8% | $5,569+0.1% | $3,952+41.1% |
| Admin fee / account holder | $593 | $7,215-91.8% | $16,245-96.3% | $6,261-90.5% |