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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,897 | $58,969-1.8% | $129,406-55.3% | $77,762-25.5% |
| Participation rate | 36.9% | 59.5%-22.6pp | 69.6%-32.8pp | 70.6%-33.7pp |
| Annual return | 18.33% | 24.78%-6.4pp | 9468.18%-9449.8pp | 31.27%-12.9pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,224-100.0% | $4,167-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $593-97.0% | $7,689-99.8% | $433-95.9% |