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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 | $101,591-23.5% | $147,096-47.1% | $74,429+4.5% |
| Participation rate | 91.4% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 12.52% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,099 | $3,813-45.0% | $4,936-57.5% | $2,625-20.0% |
| Participant deferral / active EE | $8,602 | $7,302+17.8% | $8,071+6.6% | $4,348+97.8% |
| Admin fee / account holder | $565 | $1,750-67.7% | $13,005-95.7% | $1,944-70.9% |