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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 | $50,919-39.5% | $155,556-80.2% | $77,762-60.4% |
| Participation rate | 40.6% | 63.1%-22.5pp | 78.2%-37.6pp | 70.6%-30.0pp |
| Annual return | 18.09% | 34.84%-16.7pp | 64.84%-46.8pp | 31.27%-13.2pp |
| Employer contribution / active EE | $1,070 | $1,991-46.2% | $4,675-77.1% | $2,728-60.8% |
| Participant deferral / active EE | $1,264 | $2,824-55.2% | $5,631-77.5% | $4,651-72.8% |
| Admin fee / account holder | $280 | $437-35.9% | $15,885-98.2% | $433-35.4% |