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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $26,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,566 | $85,713+20.8% | $86,691+19.5% | - |
| Participation rate | 43.4% | 72.2%-28.7pp | 76.6%-33.2pp | - |
| Annual return | -11.38% | -20.12%+8.7pp | 35.94%-47.3pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $2,635 | $3,318-20.6% | $4,656-43.4% | - |
| Admin fee / account holder | $441 | $28,935-98.5% | $7,492-94.1% | - |