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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,522 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,979 | $54,679+6.0% | $76,119-23.8% | $74,459-22.1% |
| Participation rate | 64.3% | 60.3%+3.9pp | 69.1%-4.8pp | 67.2%-2.9pp |
| Annual return | 14.41% | 31.90%-17.5pp | 361.25%-346.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $3,973 | $1,781+123.0% | $2,693+47.5% | $2,626+51.3% |
| Participant deferral / active EE | $8,426 | $3,072+174.3% | $4,259+97.8% | $4,350+93.7% |
| Admin fee / account holder | $469 | $2,238-79.0% | $6,421-92.7% | $1,945-75.9% |