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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $22,634 | $49,451-54.2% | $79,580-71.6% | $66,938-66.2% |
| Participation rate | 30.3% | 61.3%-31.0pp | 69.5%-39.2pp | 69.8%-39.5pp |
| Annual return | -16.02% | 84.25%-100.3pp | 0.15%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,789 | $3,159-43.4% | $3,985-55.1% | $4,238-57.8% |
| Admin fee / account holder | $29 | $595-95.1% | $6,835-99.6% | $594-95.1% |