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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,699 |
Service code 49 · EIN 93-0987232 | Other Services | $21,727 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,040 | $73,638-36.1% | $95,960-51.0% | $73,493-36.0% |
| Participation rate | 86.1% | 76.2%+10.0pp | 77.1%+9.0pp | 70.7%+15.4pp |
| Annual return | 17.60% | 16.78%+0.8pp | 91.63%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $601 | $1,863-67.8% | $2,541-76.4% | $2,270-73.5% |
| Participant deferral / active EE | $3,507 | $3,617-3.1% | $4,167-15.8% | $3,740-6.2% |
| Admin fee / account holder | $377 | $482-21.8% | $6,797-94.5% | $513-26.5% |