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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $34,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,273 | $55,470-43.6% | $155,556-79.9% | $74,478-58.0% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+1.9pp | 67.2%+12.9pp |
| Annual return | 15.59% | 269.80%-254.2pp | 64.84%-49.2pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $468 | $2,267-79.3% | $4,675-90.0% | $2,626-82.2% |
| Participant deferral / active EE | $1,655 | $2,838-41.7% | $5,631-70.6% | $4,350-62.0% |
| Admin fee / account holder | $320 | $1,744-81.7% | $15,885-98.0% | $1,946-83.6% |