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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $59,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,774 | $101,499-38.2% | $147,005-57.3% | $74,546-15.8% |
| Participation rate | 50.7% | 75.5%-24.9pp | 82.2%-31.5pp | 67.2%-16.5pp |
| Annual return | 8.04% | 8732.34%-8724.3pp | 418.76%-410.7pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $1,554 | $3,811-59.2% | $4,934-68.5% | $2,624-40.8% |
| Participant deferral / active EE | $3,353 | $7,304-54.1% | $8,070-58.4% | $4,347-22.9% |
| Admin fee / account holder | $391 | $1,748-77.6% | $13,006-97.0% | $1,944-79.9% |