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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,830 | $50,820-39.3% | $155,567-80.2% | $77,671-60.3% |
| Participation rate | 40.6% | 63.1%-22.5pp | 78.2%-37.6pp | 70.6%-30.0pp |
| Annual return | 18.09% | 34.85%-16.8pp | 64.74%-46.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,070 | $1,993-46.3% | $4,674-77.1% | $2,726-60.7% |
| Participant deferral / active EE | $1,264 | $2,823-55.2% | $5,628-77.5% | $4,648-72.8% |
| Admin fee / account holder | $280 | $436-35.8% | $15,916-98.2% | $430-35.0% |