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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $322 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,640 | $47,922+28.6% | $75,901-18.8% | $65,185-5.4% |
| Participation rate | 34.3% | 63.0%-28.7pp | 69.3%-35.0pp | 70.2%-35.9pp |
| Annual return | 18.73% | 24.12%-5.4pp | 30.76%-12.0pp | 29.38%-10.7pp |
| Employer contribution / active EE | $631 | $1,557-59.5% | $2,501-74.8% | $2,177-71.0% |
| Participant deferral / active EE | $1,207 | $2,550-52.7% | $3,603-66.5% | $3,514-65.7% |
| Admin fee / account holder | $522 | $532-1.8% | $5,420-90.4% | $847-38.4% |