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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1291257 | Contract Administrator | $53,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $99,327 | $77,677+27.9% | $109,173-9.0% | $79,391+25.1% |
| Participation rate | 71.4% | 67.8%+3.6pp | 75.9%-4.5pp | 70.7%+0.7pp |
| Annual return | 10.01% | 23.44%-13.4pp | 25.75%-15.7pp | 116.88%-106.9pp |
| Employer contribution / active EE | $575 | $2,798-79.5% | $3,723-84.6% | $2,428-76.3% |
| Participant deferral / active EE | $4,756 | $3,517+35.2% | $4,654+2.2% | $4,046+17.5% |
| Admin fee / account holder | $525 | $732-28.3% | $6,755-92.2% | $627-16.2% |