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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $70,774 |
THE 401(K) EXPERT LLC3 years Service code 99 · EIN 82-2246608 | Other Fees | $20,000 |
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.
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 | $31,170 | $52,346-40.5% | $143,797-78.3% | $78,104-60.1% |
| Participation rate | 6.7% | 72.7%-66.0pp | 80.3%-73.6pp | 74.5%-67.8pp |
| Annual return | -15.46% | -14.19%-1.3pp | -0.04%-15.4pp | 10.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $259 | $3,800-93.2% | $5,638-95.4% | $5,089-94.9% |
| Admin fee / account holder | $135 | $63+113.3% | $14,679-99.1% | $79+71.4% |