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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,692 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,744 | $54,573-27.2% | $90,965-56.3% | $73,493-45.9% |
| Participation rate | 37.8% | 61.2%-23.4pp | 69.0%-31.2pp | 70.7%-32.9pp |
| Annual return | 10.56% | 16.69%-6.1pp | 134.57%-124.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $43 | $991-95.7% | $2,122-98.0% | $2,270-98.1% |
| Participant deferral / active EE | $1,809 | $2,517-28.1% | $3,373-46.4% | $3,740-51.6% |
| Admin fee / account holder | $234 | $521-55.1% | $5,960-96.1% | $513-54.4% |