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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $30,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,735 | $55,470-30.2% | $155,556-75.1% | $74,478-48.0% |
| Participation rate | 68.6% | 61.9%+6.7pp | 78.2%-9.6pp | 67.2%+1.4pp |
| Annual return | 16.49% | 269.80%-253.3pp | 64.84%-48.4pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $1,714 | $2,267-24.4% | $4,675-63.3% | $2,626-34.7% |
| Participant deferral / active EE | $3,700 | $2,838+30.4% | $5,631-34.3% | $4,350-15.0% |
| Admin fee / account holder | $291 | $1,744-83.3% | $15,885-98.2% | $1,946-85.1% |