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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,662 |
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 | $46,513 | $69,477-33.1% | $94,679-50.9% | $71,495-34.9% |
| Participation rate | 69.2% | 78.4%-9.2pp | 80.8%-11.6pp | 67.9%+1.3pp |
| Annual return | 34.22% | 29.66%+4.6pp | 156.75%-122.5pp | 28.85%+5.4pp |
| Employer contribution / active EE | $1,786 | $2,853-37.4% | $3,673-51.4% | $2,589-31.0% |
| Participant deferral / active EE | $9,034 | $7,345+23.0% | $7,417+21.8% | $4,291+110.5% |
| Admin fee / account holder | $301 | $1,210-75.1% | $7,233-95.8% | $1,588-81.0% |