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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 | $94,031-51.7% | $115,768-60.8% | $82,448-44.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.58% | 20.61%-6.0pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,468 | $2,323+6.2% | $2,940-16.0% | $2,551-3.2% |
| Participant deferral / active EE | $2,697 | $3,972-32.1% | $4,917-45.2% | $4,139-34.9% |
| Admin fee / account holder | $368 | $10,249-96.4% | $12,439-97.0% | $7,234-94.9% |