Filed November 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,712 |
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 | $85,030 | $73,988+14.9% | $96,538-11.9% | $75,177+13.1% |
| Participation rate | 80.2% | 66.4%+13.8pp | 74.3%+5.9pp | 67.2%+13.0pp |
| Annual return | 14.88% | 26.73%-11.8pp | 35.74%-20.9pp | 160.75%-145.9pp |
| Employer contribution / active EE | $7,723 | $2,930+163.6% | $3,740+106.5% | $2,671+189.1% |
| Participant deferral / active EE | $1,825 | $3,660-50.2% | $4,880-62.6% | $4,126-55.8% |
| Admin fee / account holder | $812 | $5,220-84.4% | $6,737-87.9% | $5,651-85.6% |