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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,794 |
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).
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 | $36,954 | $50,902-27.4% | $155,534-76.2% | $77,736-52.5% |
| Participation rate | 30.1% | 63.1%-33.0pp | 78.2%-48.1pp | 70.6%-40.5pp |
| Annual return | 11.51% | 34.85%-23.3pp | 64.92%-53.4pp | 31.26%-19.8pp |
| Employer contribution / active EE | $774 | $1,991-61.1% | $4,675-83.4% | $2,728-71.6% |
| Participant deferral / active EE | $1,412 | $2,824-50.0% | $5,630-74.9% | $4,651-69.6% |
| Admin fee / account holder | $186 | $437-57.4% | $15,900-98.8% | $433-57.0% |