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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $42,575 |
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.)
Annual investment return 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 | $56,481 | $65,092-13.2% | $143,799-60.7% | $66,938-15.6% |
| Participation rate | 32.2% | 65.2%-33.0pp | 80.3%-48.1pp | 69.8%-37.6pp |
| Annual return | -20.83% | -11.14%-9.7pp | -0.04%-20.8pp | 1.58%-22.4pp |
| Employer contribution / active EE | $1,018 | $2,362-56.9% | $4,952-79.4% | $2,545-60.0% |
| Participant deferral / active EE | $2,452 | $2,920-16.0% | $5,638-56.5% | $4,238-42.1% |
| Admin fee / account holder | $531 | $502+5.6% | $14,677-96.4% | $594-10.6% |