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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $68,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,643 | $81,908-47.9% | $90,749-53.0% | $64,808-34.2% |
| Participation rate | 51.9% | 80.5%-28.6pp | 75.7%-23.8pp | 71.5%-19.6pp |
| Annual return | -17.57% | -12.53%-5.0pp | -12.16%-5.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $530 | $3,065-82.7% | $2,921-81.8% | $2,506-78.8% |
| Participant deferral / active EE | $2,917 | $4,840-39.7% | $4,564-36.1% | $4,310-32.3% |
| Admin fee / account holder | $304 | $157+93.6% | $8,445-96.4% | $188+62.0% |