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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,030 |
ARC AUTOMOTIVE, INC1 year Service code 10 · EIN 62-1812438 | Accounting | $23,031 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $19,926 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,222 | $73,638-38.6% | $95,952-52.9% | $73,488-38.5% |
| Participation rate | 97.8% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 11.28% | 16.78%-5.5pp | 91.61%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,783 | $1,863-4.3% | $2,541-29.8% | $2,270-21.5% |
| Participant deferral / active EE | $5,053 | $3,617+39.7% | $4,167+21.3% | $3,740+35.1% |
| Admin fee / account holder | $301 | $482-37.6% | $6,795-95.6% | $513-41.4% |