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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1291257 | Contract Administrator | $49,564 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,243 | $58,888+36.3% | $178,498-55.0% | $73,493+9.2% |
| Participation rate | 95.5% | 66.2%+29.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 12.89% | 24.86%-12.0pp | 151.09%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,253 | $2,236+0.8% | $5,011-55.0% | $2,270-0.7% |
| Participant deferral / active EE | $3,700 | $2,568+44.1% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $318 | $400-20.6% | $13,985-97.7% | $513-38.1% |