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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $113,391 |
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.)
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 | $45,546 | $106,236-57.1% | $112,249-59.4% | $64,819-29.7% |
| Participation rate | 60.2% | 71.7%-11.5pp | 75.1%-14.9pp | 71.5%-11.3pp |
| Annual return | 24.59% | -6.02%+30.6pp | 27.48%-2.9pp | 32.84%-8.2pp |
| Employer contribution / active EE | $2,568 | $3,166-18.9% | $3,636-29.4% | $2,507+2.4% |
| Participant deferral / active EE | $5,145 | $3,785+35.9% | $4,729+8.8% | $4,311+19.3% |
| Admin fee / account holder | $415 | $452-8.0% | $6,412-93.5% | $188+121.1% |