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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 | $63,904-2.1% | $89,340-30.0% | $67,986-8.0% |
| Participation rate | 90.7% | 54.3%+36.4pp | 69.6%+21.2pp | 57.2%+33.5pp |
| Annual return | 9.50% | 18.09%-8.6pp | 20.57%-11.1pp | 31.67%-22.2pp |
| Employer contribution / active EE | $510 | $1,627-68.7% | $2,231-77.2% | $2,019-74.8% |
| Participant deferral / active EE | $3,308 | $2,691+22.9% | $3,823-13.5% | $3,358-1.5% |
| Admin fee / account holder | $339 | $3,315-89.8% | $6,704-94.9% | $3,203-89.4% |