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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,504 |
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 | $65,680 | $61,391+7.0% | $149,723-56.1% | $71,529-8.2% |
| Participation rate | 62.3% | 62.5%-0.2pp | 78.8%-16.4pp | 67.9%-5.6pp |
| Annual return | 16.66% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $962 | $2,384-59.7% | $4,821-80.1% | $2,590-62.9% |
| Participant deferral / active EE | $2,368 | $2,921-18.9% | $5,682-58.3% | $4,291-44.8% |
| Admin fee / account holder | $1 | $1,264-99.9% | $13,215-100.0% | $1,588-99.9% |