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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $39,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $61,441 | $92,076-33.3% | $105,607-41.8% | $77,736-21.0% |
| Participation rate | 35.9% | 81.0%-45.1pp | 75.3%-39.4pp | 70.6%-34.7pp |
| Annual return | 15.87% | 17.84%-2.0pp | 116.11%-100.2pp | 31.26%-15.4pp |
| Employer contribution / active EE | $742 | $3,370-78.0% | $3,167-76.6% | $2,728-72.8% |
| Participant deferral / active EE | $2,974 | $5,390-44.8% | $5,011-40.6% | $4,651-36.0% |
| Admin fee / account holder | $288 | $219+31.3% | $10,958-97.4% | $433-33.6% |