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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,106 | $75,388-30.9% | $123,552-57.8% | $55,725-6.5% |
| Participation rate | 62.6% | 75.7%-13.1pp | 82.3%-19.7pp | 70.9%-8.2pp |
| Annual return | -0.10% | 4.48%-4.6pp | 119.20%-119.3pp | 244.93%-245.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $10,417 | $5,651+84.3% | $6,426+62.1% | $3,356+210.4% |
| Admin fee / account holder | $57 | $120-52.7% | $9,285-99.4% | $115-50.8% |