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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $17,756 |
HUNGERFORD NICHOLS1 year Service code 10 · EIN 38-2184825 | Accounting | $8,000 |
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 | $36,831 | $67,411-45.4% | $91,004-59.5% | $70,126-47.5% |
| Participation rate | 57.0% | 71.4%-14.4pp | 75.6%-18.6pp | 69.5%-12.6pp |
| Annual return | 15.53% | -40.16%+55.7pp | 4.60%+10.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,329 | $2,823-52.9% | $3,548-62.5% | $3,332-60.1% |
| Admin fee / account holder | $343 | $4,236-91.9% | $5,417-93.7% | $4,645-92.6% |