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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,791 | $81,476-27.8% | $102,383-42.6% | $80,925-27.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 74.5%+16.7pp | 67.7%+23.6pp |
| Annual return | 10.46% | 25.59%-15.1pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,167 | $3,105+2.0% | $3,870-18.2% | $2,756+14.9% |
| Participant deferral / active EE | $4,389 | $3,871+13.4% | $5,060-13.2% | $4,299+2.1% |
| Admin fee / account holder | $682 | $6,717-89.9% | $8,391-91.9% | $6,940-90.2% |