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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $385 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,688 | $64,719+16.9% | $112,249-32.6% | $68,486+10.5% |
| Participation rate | 73.9% | 67.2%+6.7pp | 75.1%-1.2pp | 67.9%+6.0pp |
| Annual return | -15.65% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,696 | $2,747-38.3% | $3,636-53.4% | $2,597-34.7% |
| Participant deferral / active EE | $7,220 | $3,565+102.5% | $4,729+52.7% | $4,028+79.3% |
| Admin fee / account holder | $500 | $5,232-90.4% | $6,412-92.2% | $5,404-90.7% |