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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $17,999 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,435 |
WILLIAM E HOWE7 years Service code 10 · EIN 23-1682016 | Accounting | $8,815 |
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 | $39,233 | $56,438-30.5% | $76,872-49.0% | $71,511-45.1% |
| Participation rate | 52.5% | 64.3%-11.8pp | 69.6%-17.1pp | 67.9%-15.5pp |
| Annual return | 15.75% | 19.05%-3.3pp | 37.90%-22.2pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,040 | $1,864-44.2% | $2,533-58.9% | $2,589-59.8% |
| Participant deferral / active EE | $1,617 | $3,136-48.4% | $3,832-57.8% | $4,291-62.3% |
| Admin fee / account holder | $302 | $1,430-78.9% | $5,476-94.5% | $1,588-81.0% |