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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $17,630 |
HUNGERFORD NICHOLS2 years Service code 10 · EIN 38-2184825 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,614 | $61,660-66.6% | $80,022-74.2% | $64,173-67.9% |
| Participation rate | 49.4% | 71.7%-22.3pp | 75.8%-26.4pp | 69.6%-20.1pp |
| Annual return | -3.49% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $882 | $2,968-70.3% | $3,686-76.1% | $3,470-74.6% |
| Admin fee / account holder | $406 | $5,417-92.5% | $6,521-93.8% | $4,887-91.7% |