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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 | $71,106-12.0% | $121,871-48.7% | $69,733-10.3% |
| Participation rate | 90.7% | 62.8%+28.0pp | 73.2%+17.5pp | 62.5%+28.3pp |
| Annual return | 9.50% | 15.43%-5.9pp | 13.57%-4.1pp | 15.22%-5.7pp |
| Employer contribution / active EE | $510 | $2,556-80.1% | $2,731-81.3% | $2,250-77.4% |
| Participant deferral / active EE | $3,308 | $2,765+19.6% | $4,318-23.4% | $3,054+8.3% |
| Admin fee / account holder | $339 | $2,128-84.1% | $11,551-97.1% | $3,102-89.1% |