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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $55,708 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,899 | $58,726+56.5% | $142,898-35.7% | $85,847+7.1% |
| Participation rate | 94.6% | 58.5%+36.1pp | 72.0%+22.6pp | 69.3%+25.3pp |
| Annual return | 12.99% | 27.73%-14.7pp | 5639.64%-5626.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,789 | $2,609+6.9% | $3,838-27.3% | $3,952-29.4% |
| Admin fee / account holder | $599 | $4,234-85.9% | $6,560-90.9% | $6,261-90.4% |