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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,971 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $53,204 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,277 | $101,591+89.3% | $147,096+30.7% | $74,429+158.3% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 16.26% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $10,409 | $3,813+173.0% | $4,936+110.9% | $2,625+296.5% |
| Participant deferral / active EE | $17,657 | $7,302+141.8% | $8,071+118.8% | $4,348+306.1% |
| Admin fee / account holder | $513 | $1,750-70.7% | $13,005-96.1% | $1,944-73.6% |