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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 | $25,164 | $60,504-58.4% | $81,882-69.3% | $74,478-66.2% |
| Participation rate | 69.2% | 62.9%+6.3pp | 72.4%-3.2pp | 67.2%+2.0pp |
| Annual return | 25.06% | 16.91%+8.1pp | 779.47%-754.4pp | 1370.56%-1345.5pp |
| Employer contribution / active EE | $670 | $2,627-74.5% | $2,916-77.0% | $2,626-74.5% |
| Participant deferral / active EE | $1,650 | $3,400-51.5% | $4,323-61.8% | $4,350-62.1% |
| Admin fee / account holder | $268 | $1,492-82.0% | $7,360-96.4% | $1,946-86.2% |