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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,373 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,507 |
RETIREMENT SOLUTION GROUP5 years Service code 15 · EIN 20-2668095 | Recordkeeping | $750 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,835 | $65,453+0.6% | $86,698-24.1% | $66,938-1.6% |
| Participation rate | 50.9% | 75.5%-24.6pp | 76.6%-25.7pp | 69.8%-18.9pp |
| Annual return | -11.03% | -10.89%-0.1pp | 35.95%-47.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $316 | $2,154-85.3% | $2,837-88.9% | $2,545-87.6% |
| Participant deferral / active EE | $2,191 | $4,102-46.6% | $4,656-52.9% | $4,238-48.3% |
| Admin fee / account holder | $368 | $642-42.7% | $7,493-95.1% | $594-38.0% |