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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,147 |
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.)
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 | $105,840 | $80,763+31.1% | $102,412+3.3% | $74,459+42.1% |
| Participation rate | 59.2% | 65.7%-6.5pp | 74.5%-15.3pp | 67.2%-8.1pp |
| Annual return | 10.62% | 27.57%-17.0pp | 24.94%-14.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $2,123 | $3,160-32.8% | $3,870-45.1% | $2,626-19.1% |
| Participant deferral / active EE | $3,643 | $3,862-5.7% | $5,060-28.0% | $4,350-16.3% |
| Admin fee / account holder | $453 | $2,371-80.9% | $8,388-94.6% | $1,945-76.7% |