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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,118 | $65,092-49.1% | $143,799-77.0% | $66,938-50.5% |
| Participation rate | 59.5% | 65.2%-5.7pp | 80.3%-20.8pp | 69.8%-10.3pp |
| Annual return | -17.20% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,775 | $2,362+17.5% | $4,952-44.0% | $2,545+9.0% |
| Participant deferral / active EE | $4,794 | $2,920+64.2% | $5,638-15.0% | $4,238+13.1% |
| Admin fee / account holder | $128 | $502-74.4% | $14,677-99.1% | $594-78.4% |