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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,783 |
Filed as: HOFFMAN, STEWART & SCHMI Service code 10 · EIN 93-0743240 | Accounting | $18,000 |
Service code 49 · EIN 51-6041053 | Other Services | $14,309 |
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 13 · EIN 90-0451904 | Contract Administrator | $5,214 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,350 | $78,636-50.0% | $105,607-62.7% | $74,459-47.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 75.3%+19.9pp | 67.2%+28.0pp |
| Annual return | 13.05% | 15.96%-2.9pp | 116.11%-103.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $26 | $2,523-99.0% | $3,167-99.2% | $2,626-99.0% |
| Participant deferral / active EE | $2,438 | $4,322-43.6% | $5,011-51.3% | $4,350-43.9% |
| Admin fee / account holder | $359 | $2,220-83.8% | $10,958-96.7% | $1,945-81.5% |