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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,742 |
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $33,252 |
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 | $142,832 | $89,367+59.8% | $141,191+1.2% | $72,975+95.7% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 26.51% | 111.87%-85.4pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $4,394 | $3,115+41.1% | $4,736-7.2% | $2,440+80.1% |
| Participant deferral / active EE | $10,164 | $5,419+87.6% | $6,710+51.5% | $3,608+181.7% |
| Admin fee / account holder | $547 | $5,957-90.8% | $10,264-94.7% | $5,124-89.3% |