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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,552 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,088 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $38,156 | $216,269-82.4% | $143,799-73.5% | - |
| Participation rate | 80.8% | 60.2%+20.6pp | 80.3%+0.5pp | - |
| Annual return | -12.89% | -15.44%+2.6pp | -0.04%-12.8pp | - |
| Employer contribution / active EE | $1,135 | $1,888-39.9% | $4,952-77.1% | - |
| Participant deferral / active EE | $3,124 | $2,498+25.0% | $5,638-44.6% | - |
| Admin fee / account holder | $308 | $36,574-99.2% | $14,677-97.9% | - |