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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,070 |
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 | $24,650 | $93,598-73.7% | $135,974-81.9% | $75,173-67.2% |
| Participation rate | 19.1% | 75.2%-56.0pp | 81.9%-62.8pp | 67.2%-48.1pp |
| Annual return | 15.86% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,394 | $6,405-47.0% | $7,760-56.3% | $4,126-17.8% |
| Admin fee / account holder | $105 | $6,978-98.5% | $10,767-99.0% | $5,651-98.1% |