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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $214 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,659 | $59,220-11.1% | $96,570-45.5% | $79,391-33.7% |
| Participation rate | 45.0% | 61.9%-17.0pp | 69.8%-24.9pp | 70.7%-25.8pp |
| Annual return | 26.17% | 27.08%-0.9pp | 37.79%-11.6pp | 116.88%-90.7pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,561 | $2,948-47.0% | $3,849-59.4% | $4,046-61.4% |
| Admin fee / account holder | $432 | $659-34.4% | $6,182-93.0% | $627-31.1% |