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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $834 |
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 | $98,893 | $79,694+24.1% | $96,171+2.8% | $79,391+24.6% |
| Participation rate | 46.9% | 54.0%-7.1pp | 68.4%-21.5pp | 70.7%-23.8pp |
| Annual return | 14.48% | 40.84%-26.4pp | 192.04%-177.6pp | 116.88%-102.4pp |
| Employer contribution / active EE | $2,242 | $1,443+55.3% | $2,799-19.9% | $2,428-7.7% |
| Participant deferral / active EE | $4,207 | $2,539+65.7% | $4,350-3.3% | $4,046+4.0% |
| Admin fee / account holder | $25 | $630-96.1% | $5,538-99.6% | $627-96.0% |