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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,455 |
IFG ADVISORY2 years Service code 99 · EIN 46-3235230 | Other Fees | $19,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,592 | $50,199+2.8% | $69,884-26.2% | $66,938-22.9% |
| Participation rate | 56.3% | 66.3%-10.1pp | 70.5%-14.2pp | 69.8%-13.6pp |
| Annual return | -19.53% | -13.85%-5.7pp | 190.81%-210.3pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,133 | $1,864-39.2% | $2,560-55.8% | $2,545-55.5% |
| Participant deferral / active EE | $1,835 | $3,112-41.0% | $3,848-52.3% | $4,238-56.7% |
| Admin fee / account holder | $220 | $600-63.3% | $6,266-96.5% | $594-62.9% |