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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $719 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,967 | $58,888-3.3% | $178,498-68.1% | $73,493-22.5% |
| Participation rate | 50.7% | 66.2%-15.5pp | 81.9%-31.2pp | 70.7%-19.9pp |
| Annual return | 19.92% | 24.86%-4.9pp | 151.09%-131.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $797 | $2,236-64.4% | $5,011-84.1% | $2,270-64.9% |
| Participant deferral / active EE | $1,723 | $2,568-32.9% | $5,202-66.9% | $3,740-53.9% |
| Admin fee / account holder | $462 | $400+15.5% | $13,985-96.7% | $513-9.9% |