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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,712 |
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 | $105,296 | $57,763+82.3% | $112,228-6.2% | $71,529+47.2% |
| Participation rate | 64.6% | 58.9%+5.7pp | 72.4%-7.8pp | 67.9%-3.3pp |
| Annual return | 15.39% | 18.26%-2.9pp | 30.23%-14.8pp | 28.97%-13.6pp |
| Employer contribution / active EE | $2,222 | $1,916+16.0% | $3,432-35.2% | $2,590-14.2% |
| Participant deferral / active EE | $5,115 | $2,865+78.6% | $4,800+6.6% | $4,291+19.2% |
| Admin fee / account holder | $318 | $1,563-79.6% | $7,752-95.9% | $1,588-80.0% |