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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,336 |
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 | $59,255 | $64,719-8.4% | $112,249-47.2% | $68,486-13.5% |
| Participation rate | 70.6% | 67.2%+3.4pp | 75.1%-4.5pp | 67.9%+2.7pp |
| Annual return | -14.08% | -11.40%-2.7pp | 27.48%-41.6pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,957 | $2,747-28.8% | $3,636-46.2% | $2,597-24.6% |
| Participant deferral / active EE | $4,580 | $3,565+28.5% | $4,729-3.2% | $4,028+13.7% |
| Admin fee / account holder | $564 | $5,232-89.2% | $6,412-91.2% | $5,404-89.6% |