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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,407 | $73,638+92.0% | $95,960+47.4% | $73,493+92.4% |
| Participation rate | 94.6% | 76.2%+18.5pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 9.22% | 16.78%-7.6pp | 91.63%-82.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $3,236 | $1,863+73.7% | $2,541+27.3% | $2,270+42.6% |
| Participant deferral / active EE | $7,146 | $3,617+97.6% | $4,167+71.5% | $3,740+91.1% |
| Admin fee / account holder | $368 | $482-23.7% | $6,797-94.6% | $513-28.3% |