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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 | $101,672+89.1% | $147,117+30.7% | $74,478+158.2% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 16.26% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $10,409 | $3,813+173.0% | $4,932+111.0% | $2,626+296.3% |
| Participant deferral / active EE | $17,657 | $7,305+141.7% | $8,065+118.9% | $4,350+305.9% |
| Admin fee / account holder | $513 | $1,753-70.7% | $12,993-96.1% | $1,946-73.6% |