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| Provider | Service type | Compensation |
|---|---|---|
R.L. EVANS CO., INC.5 years Service code 99 · EIN 91-0849754 | Other Fees | $20,492 |
NWRPC LLC1 year Filed as: NWRPC, LLC Service code 49 · EIN 88-2334307 | Other Services | $2,388 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,104 | $59,448-29.2% | $93,696-55.1% | $74,459-43.5% |
| Participation rate | 61.5% | 59.6%+1.8pp | 68.7%-7.3pp | 67.2%-5.8pp |
| Annual return | 15.27% | 82.11%-66.8pp | 133.74%-118.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,200 | $1,266-5.3% | $2,422-50.5% | $2,626-54.3% |
| Participant deferral / active EE | $3,876 | $3,052+27.0% | $4,417-12.2% | $4,350-10.9% |
| Admin fee / account holder | $9 | $3,027-99.7% | $8,287-99.9% | $1,945-99.6% |