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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL RENAISSANCE5 years Service code 16 · EIN 36-4252023 | Consulting | $113,318 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,640 | $106,247-42.0% | $147,096-58.1% | $77,714-20.7% |
| Participation rate | 64.8% | 78.4%-13.6pp | 82.2%-17.4pp | 70.6%-5.8pp |
| Annual return | 17.10% | 56.87%-39.8pp | 419.75%-402.7pp | 31.26%-14.2pp |
| Employer contribution / active EE | $2,157 | $4,069-47.0% | $4,936-56.3% | $2,727-20.9% |
| Participant deferral / active EE | $6,121 | $7,996-23.5% | $8,071-24.2% | $4,649+31.6% |
| Admin fee / account holder | $405 | $338+19.8% | $13,005-96.9% | $433-6.4% |