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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $603 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,136 | $37,440+31.2% | $77,081-36.3% | $66,930-26.6% |
| Participation rate | 24.5% | 52.9%-28.4pp | 67.9%-43.5pp | 69.8%-45.4pp |
| Annual return | -15.39% | -3.26%-12.1pp | 42.33%-57.7pp | 1.57%-17.0pp |
| Employer contribution / active EE | $334 | $1,534-78.2% | $2,813-88.1% | $2,545-86.9% |
| Participant deferral / active EE | $3,585 | $2,620+36.9% | $4,428-19.0% | $4,238-15.4% |
| Admin fee / account holder | $369 | $568-34.9% | $5,427-93.2% | $593-37.8% |