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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $37,004 |
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 | $87,768 | $83,369+5.3% | $105,223-16.6% | $67,986+29.1% |
| Participation rate | 63.6% | 56.3%+7.3pp | 75.0%-11.5pp | 57.2%+6.4pp |
| Annual return | 14.97% | 24.64%-9.7pp | 180.65%-165.7pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,617 | $2,541-36.4% | $3,689-56.2% | $2,019-19.9% |
| Participant deferral / active EE | $4,719 | $3,295+43.2% | $5,072-6.9% | $3,358+40.5% |
| Admin fee / account holder | $325 | $4,073-92.0% | $8,859-96.3% | $3,203-89.9% |