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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $49,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,638 | $83,023-35.4% | $102,437-47.6% | $77,762-31.0% |
| Participation rate | 39.8% | 71.5%-31.7pp | 74.5%-34.7pp | 70.6%-30.8pp |
| Annual return | 17.78% | 19.12%-1.3pp | 24.95%-7.2pp | 31.27%-13.5pp |
| Employer contribution / active EE | $760 | $3,552-78.6% | $3,871-80.4% | $2,728-72.1% |
| Participant deferral / active EE | $2,075 | $4,110-49.5% | $5,060-59.0% | $4,651-55.4% |
| Admin fee / account holder | $235 | $639-63.2% | $8,388-97.2% | $433-45.6% |