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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,261 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,694 | $86,692+235.3% | $119,634+143.0% | $66,949+334.2% |
| Participation rate | 43.3% | 75.6%-32.3pp | 79.3%-35.9pp | 69.8%-26.5pp |
| Annual return | -13.81% | -8.00%-5.8pp | -14.98%+1.2pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,654 | $2,536-34.8% | $4,232-60.9% | $2,545-35.0% |
| Participant deferral / active EE | $4,773 | $4,360+9.5% | $5,601-14.8% | $4,239+12.6% |
| Admin fee / account holder | $480 | $755-36.4% | $10,329-95.3% | $594-19.1% |