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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,145 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $46,619 |
THE MANDMARBLESTONE GROUP LLC3+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $12,403 |
THE MANDMARBLSTONE GROUP LLC3+ years Service code 13 | Contract Administrator | $12,147 |
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 | $78,428 | $89,465-12.3% | $165,100-52.5% | $77,762+0.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 78.6%-3.6pp | 70.6%+4.4pp |
| Annual return | 14.58% | 28.86%-14.3pp | 70.21%-55.6pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,773 | $2,565-30.9% | $4,348-59.2% | $2,728-35.0% |
| Participant deferral / active EE | $4,130 | $4,904-15.8% | $6,035-31.6% | $4,651-11.2% |
| Admin fee / account holder | $332 | $340-2.3% | $12,696-97.4% | $433-23.3% |