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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $41,553 |
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 | $64,955 | $47,135+37.8% | $149,717-56.6% | $74,440-12.7% |
| Participation rate | 68.5% | 63.4%+5.1pp | 78.8%-10.2pp | 70.7%-2.2pp |
| Annual return | 14.28% | 22.75%-8.5pp | 134.41%-120.1pp | 34.37%-20.1pp |
| Employer contribution / active EE | $2,388 | $1,906+25.3% | $4,820-50.5% | $2,638-9.5% |
| Participant deferral / active EE | $4,394 | $2,728+61.1% | $5,682-22.7% | $4,529-3.0% |
| Admin fee / account holder | $119 | $343-65.3% | $13,213-99.1% | $348-65.9% |