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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 | $61,391+79.1% | $149,723-26.6% | $71,529+53.7% |
| Participation rate | 61.2% | 62.5%-1.3pp | 78.8%-17.6pp | 67.9%-6.7pp |
| Annual return | 22.98% | 35.88%-12.9pp | 134.50%-111.5pp | 28.97%-6.0pp |
| Employer contribution / active EE | $2,102 | $2,384-11.8% | $4,821-56.4% | $2,590-18.8% |
| Participant deferral / active EE | $3,487 | $2,921+19.4% | $5,682-38.6% | $4,291-18.7% |
| Admin fee / account holder | $36 | $1,264-97.1% | $13,215-99.7% | $1,588-97.7% |