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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,564 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,577 | $61,166-20.6% | $185,849-73.9% | $79,391-38.8% |
| Participation rate | 45.6% | 66.6%-21.1pp | 81.7%-36.1pp | 70.7%-25.1pp |
| Annual return | 9.92% | 19.45%-9.5pp | 122.10%-112.2pp | 116.88%-107.0pp |
| Employer contribution / active EE | $1,061 | $2,321-54.3% | $5,169-79.5% | $2,428-56.3% |
| Participant deferral / active EE | $1,170 | $2,789-58.0% | $5,569-79.0% | $4,046-71.1% |
| Admin fee / account holder | $15 | $710-98.0% | $16,244-99.9% | $627-97.7% |