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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,573 |
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 | $115,392 | $65,862+75.2% | $124,694-7.5% | $79,389+45.3% |
| Participation rate | 60.4% | 62.2%-1.8pp | 74.6%-14.2pp | 70.7%-10.3pp |
| Annual return | 15.73% | 19.02%-3.3pp | 5144.82%-5129.1pp | 116.89%-101.2pp |
| Employer contribution / active EE | $1,319 | $1,883-30.0% | $3,325-60.3% | $2,428-45.7% |
| Participant deferral / active EE | $3,943 | $2,772+42.2% | $4,615-14.6% | $4,046-2.5% |
| Admin fee / account holder | $448 | $673-33.4% | $7,495-94.0% | $626-28.5% |