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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,333 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,028 |
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 | $13,914 | $46,332-70.0% | $143,797-90.3% | $64,824-78.5% |
| Participation rate | 25.6% | 64.2%-38.7pp | 80.3%-54.7pp | 71.5%-45.9pp |
| Annual return | -3.51% | -10.05%+6.5pp | -0.04%-3.5pp | 32.84%-36.4pp |
| Employer contribution / active EE | $614 | $1,911-67.9% | $4,952-87.6% | $2,507-75.5% |
| Participant deferral / active EE | $1,286 | $2,647-51.4% | $5,638-77.2% | $4,311-70.2% |
| Admin fee / account holder | $206 | $154+33.6% | $14,679-98.6% | $188+9.5% |