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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,677 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,264 | $60,393-58.2% | $81,820-69.1% | $74,429-66.1% |
| Participation rate | 69.2% | 62.9%+6.3pp | 72.4%-3.2pp | 67.2%+2.0pp |
| Annual return | 18.12% | 16.89%+1.2pp | 777.93%-759.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $731 | $2,626-72.2% | $2,915-74.9% | $2,625-72.2% |
| Participant deferral / active EE | $1,760 | $3,397-48.2% | $4,323-59.3% | $4,348-59.5% |
| Admin fee / account holder | $268 | $1,491-82.0% | $7,391-96.4% | $1,944-86.2% |