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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,004 | $71,192-45.2% | $117,861-66.9% | $62,293-37.4% |
| Participation rate | 63.9% | 74.2%-10.3pp | 79.7%-15.7pp | 69.5%-5.6pp |
| Annual return | 12.85% | 18.66%-5.8pp | 335.11%-322.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,149 | $1,934-40.6% | $3,786-69.7% | $2,042-43.8% |
| Participant deferral / active EE | $2,963 | $3,189-7.1% | $4,482-33.9% | $3,169-6.5% |
| Admin fee / account holder | $19 | $587-96.8% | $8,021-99.8% | $479-96.1% |