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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,287 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,644 | $76,112-28.2% | $96,544-43.4% | $71,529-23.6% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.8pp |
| Annual return | 16.54% | 22.80%-6.3pp | 25.88%-9.3pp | 28.97%-12.4pp |
| Employer contribution / active EE | $4,622 | $2,248+105.6% | $2,966+55.8% | $2,590+78.5% |
| Participant deferral / active EE | $3,998 | $4,217-5.2% | $4,851-17.6% | $4,291-6.8% |
| Admin fee / account holder | $460 | $2,708-83.0% | $8,254-94.4% | $1,588-71.1% |