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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,409 |
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 | $36,177 | $47,180-23.3% | $149,723-75.8% | $74,473-51.4% |
| Participation rate | 33.1% | 63.4%-30.3pp | 78.8%-45.6pp | 70.7%-37.6pp |
| Annual return | 15.57% | 22.75%-7.2pp | 134.50%-118.9pp | 34.36%-18.8pp |
| Employer contribution / active EE | $993 | $1,907-47.9% | $4,821-79.4% | $2,638-62.4% |
| Participant deferral / active EE | $1,778 | $2,730-34.9% | $5,682-68.7% | $4,530-60.8% |
| Admin fee / account holder | $14 | $343-96.0% | $13,215-99.9% | $347-96.1% |