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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $95,279 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,137 | $44,897-75.2% | $85,009-86.9% | $199,768-94.4% |
| Participation rate | 16.2% | 45.7%-29.5pp | 67.5%-51.3pp | 72.0%-55.8pp |
| Annual return | 13.38% | 20.96%-7.6pp | 66.47%-53.1pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1 | $1,365-100.0% | $2,728-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $621 | $2,668-76.7% | $4,522-86.3% | $5,090-87.8% |
| Admin fee / account holder | $115 | $584-80.2% | $6,153-98.1% | $269-57.1% |