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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,579 | $62,086+0.8% | $90,259-30.7% | $64,340-2.7% |
| Participation rate | 90.7% | 53.9%+36.9pp | 70.7%+20.0pp | 55.2%+35.5pp |
| Annual return | 9.50% | 16.73%-7.2pp | 18.88%-9.4pp | 24.14%-14.6pp |
| Employer contribution / active EE | $510 | $1,883-72.9% | $2,291-77.8% | $1,862-72.6% |
| Participant deferral / active EE | $3,308 | $2,557+29.4% | $3,827-13.5% | $2,980+11.0% |
| Admin fee / account holder | $339 | $3,317-89.8% | $7,267-95.3% | $3,703-90.8% |