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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,810 | $106,236-13.6% | $112,249-18.2% | $64,819+41.6% |
| Participation rate | 54.4% | 71.7%-17.2pp | 75.1%-20.6pp | 71.5%-17.0pp |
| Annual return | -13.32% | -6.02%-7.3pp | 27.48%-40.8pp | 32.84%-46.2pp |
| Employer contribution / active EE | $955 | $3,166-69.8% | $3,636-73.7% | $2,507-61.9% |
| Participant deferral / active EE | $2,752 | $3,785-27.3% | $4,729-41.8% | $4,311-36.2% |
| Admin fee / account holder | $327 | $452-27.7% | $6,412-94.9% | $188+73.9% |