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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,866 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,631 | $65,125+54.5% | $143,797-30.0% | $66,949+50.3% |
| Participation rate | 67.3% | 65.2%+2.1pp | 80.3%-13.0pp | 69.8%-2.5pp |
| Annual return | -19.46% | -11.13%-8.3pp | -0.04%-19.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,585 | $2,362-32.9% | $4,952-68.0% | $2,545-37.7% |
| Participant deferral / active EE | $3,949 | $2,920+35.2% | $5,638-30.0% | $4,239-6.8% |
| Admin fee / account holder | $40 | $503-92.1% | $14,679-99.7% | $594-93.3% |