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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,054 |
HAYWOOD HENN1 year Filed as: HAYWOOD HENN PC Service code 15 · EIN 26-3503918 | Recordkeeping | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,970 | $73,638+5.9% | $95,956-18.7% | $73,493+6.1% |
| Participation rate | 58.3% | 76.2%-17.8pp | 77.1%-18.7pp | 70.7%-12.3pp |
| Annual return | 13.35% | 16.78%-3.4pp | 91.63%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $552 | $1,863-70.4% | $2,541-78.3% | $2,270-75.7% |
| Participant deferral / active EE | $1,170 | $3,617-67.7% | $4,167-71.9% | $3,740-68.7% |
| Admin fee / account holder | $91 | $482-81.2% | $6,797-98.7% | $513-82.4% |