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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $614 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,532 | $62,715+14.1% | $104,301-31.4% | $66,930+6.9% |
| Participation rate | 83.5% | 59.6%+24.0pp | 73.3%+10.3pp | 69.8%+13.7pp |
| Annual return | -17.60% | -14.70%-2.9pp | 24.61%-42.2pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,106 | $1,976+6.6% | $3,373-37.6% | $2,545-17.2% |
| Participant deferral / active EE | $6,889 | $2,852+141.6% | $4,626+48.9% | $4,238+62.6% |
| Admin fee / account holder | $335 | $657-49.0% | $7,340-95.4% | $593-43.6% |