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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $119,583 |
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 | $179,412 | $82,678+117.0% | $125,391+43.1% | $68,490+162.0% |
| Participation rate | 78.9% | 75.1%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -12.42% | -5.97%-6.4pp | 572.41%-584.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,436 | $3,382-28.0% | $4,816-49.4% | $2,597-6.2% |
| Participant deferral / active EE | $4,846 | $6,111-20.7% | $7,448-34.9% | $4,028+20.3% |
| Admin fee / account holder | $1,272 | $6,277-79.7% | $10,009-87.3% | $5,403-76.5% |