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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,067 |
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 27 · EIN 90-0815510 | Advisory (Plan) | $29,160 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S. EDGE, CAP, LLC Service code 10 · EIN 26-4527814 | Accounting | $7,500 |
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 | $98,609 | $84,482+16.7% | $125,363-21.3% | $66,930+47.3% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.7pp | 69.8%+26.2pp |
| Annual return | -9.81% | -8.49%-1.3pp | 572.15%-582.0pp | 1.57%-11.4pp |
| Employer contribution / active EE | $1,388 | $3,553-60.9% | $4,815-71.2% | $2,545-45.5% |
| Participant deferral / active EE | $8,018 | $6,782+18.2% | $7,447+7.7% | $4,238+89.2% |
| Admin fee / account holder | $349 | $685-49.1% | $10,005-96.5% | $593-41.3% |