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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $33,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $42,343 | $72,620-41.7% | $90,760-53.3% | $66,938-36.7% |
| Participation rate | 59.3% | 73.7%-14.4pp | 75.7%-16.4pp | 69.8%-10.5pp |
| Annual return | -19.14% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,061 | $2,369-55.2% | $2,922-63.7% | $2,545-58.3% |
| Participant deferral / active EE | $3,555 | $3,979-10.7% | $4,565-22.1% | $4,238-16.1% |
| Admin fee / account holder | $231 | $707-67.4% | $8,444-97.3% | $594-61.1% |