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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,946 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,998 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,751 | $101,672-23.5% | $147,117-47.2% | $74,478+4.4% |
| Participation rate | 91.4% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 12.52% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,099 | $3,813-45.0% | $4,932-57.4% | $2,626-20.1% |
| Participant deferral / active EE | $8,602 | $7,305+17.8% | $8,065+6.7% | $4,350+97.7% |
| Admin fee / account holder | $565 | $1,753-67.8% | $12,993-95.7% | $1,946-71.0% |