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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,947 | $61,295+79.4% | $149,682-26.5% | $71,476+53.8% |
| Participation rate | 61.2% | 62.5%-1.3pp | 78.8%-17.5pp | 67.9%-6.7pp |
| Annual return | 22.98% | 35.86%-12.9pp | 134.35%-111.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $2,102 | $2,380-11.7% | $4,818-56.4% | $2,589-18.8% |
| Participant deferral / active EE | $3,487 | $2,918+19.5% | $5,681-38.6% | $4,290-18.7% |
| Admin fee / account holder | $36 | $1,262-97.1% | $13,210-99.7% | $1,587-97.7% |