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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,700 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,143 | $56,438-21.8% | $76,902-42.6% | $71,529-38.3% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.8pp | 67.9%+30.5pp |
| Annual return | 8.55% | 19.05%-10.5pp | 37.91%-29.4pp | 28.97%-20.4pp |
| Employer contribution / active EE | $2,024 | $1,864+8.6% | $2,534-20.1% | $2,590-21.8% |
| Participant deferral / active EE | $1,813 | $3,136-42.2% | $3,833-52.7% | $4,291-57.7% |
| Admin fee / account holder | $410 | $1,430-71.3% | $5,479-92.5% | $1,588-74.2% |