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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,078 |
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $27,096 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $117,434 | $77,817+50.9% | $123,553-5.0% | $64,173+83.0% |
| Participation rate | 88.8% | 74.7%+14.1pp | 82.3%+6.5pp | 69.6%+19.2pp |
| Annual return | -4.53% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,667 | $3,014+21.7% | $4,628-20.8% | $2,381+54.0% |
| Participant deferral / active EE | $8,926 | $5,240+70.3% | $6,426+38.9% | $3,470+157.3% |
| Admin fee / account holder | $371 | $5,519-93.3% | $9,284-96.0% | $4,887-92.4% |