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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 04-2647786 | Valuation (appraisals, etc.); Account... | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,676 | $65,453+40.1% | $86,691+5.8% | $66,930+37.0% |
| Participation rate | 45.3% | 75.5%-30.2pp | 76.6%-31.3pp | 69.8%-24.5pp |
| Annual return | -19.79% | -10.89%-8.9pp | 35.94%-55.7pp | 1.57%-21.4pp |
| Employer contribution / active EE | $787 | $2,154-63.4% | $2,837-72.2% | $2,545-69.1% |
| Participant deferral / active EE | $2,205 | $4,102-46.2% | $4,656-52.6% | $4,238-48.0% |
| Admin fee / account holder | $28 | $642-95.6% | $7,492-99.6% | $593-95.3% |