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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,069 |
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 | $73,897 | $70,879+4.3% | $189,575-61.0% | $79,391-6.9% |
| Participation rate | 62.4% | 68.0%-5.6pp | 78.4%-16.0pp | 70.7%-8.3pp |
| Annual return | 14.35% | 20.70%-6.4pp | 64.19%-49.8pp | 116.88%-102.5pp |
| Employer contribution / active EE | $2,378 | $1,806+31.6% | $4,412-46.1% | $2,428-2.1% |
| Participant deferral / active EE | $4,282 | $4,081+4.9% | $6,174-30.6% | $4,046+5.8% |
| Admin fee / account holder | $256 | $647-60.4% | $9,806-97.4% | $627-59.1% |