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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,563 |
KASO PLASTICS, INC.1 year Service code 10 · EIN 91-1260582 | Accounting | $15,900 |
Service code 49 · EIN 41-0973005 | Other Services | $12,862 |
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 10 · EIN 90-0451904 | Accounting | $5,797 |
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 | $45,430 | $94,436-51.9% | $115,599-60.7% | $82,637-45.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 14.58% | 18.37%-3.8pp | 111.10%-96.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,468 | $2,324+6.2% | $2,955-16.5% | $2,552-3.3% |
| Participant deferral / active EE | $2,697 | $3,955-31.8% | $4,889-44.8% | $4,126-34.6% |
| Admin fee / account holder | $368 | $10,328-96.4% | $12,841-97.1% | $7,339-95.0% |