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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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).
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 | $24,228 | $37,463-35.3% | $77,100-68.6% | $66,949-63.8% |
| Participation rate | 40.7% | 52.9%-12.2pp | 67.9%-27.2pp | 69.8%-29.1pp |
| Annual return | -20.87% | -3.25%-17.6pp | 42.35%-63.2pp | 1.57%-22.4pp |
| Employer contribution / active EE | $662 | $1,535-56.9% | $2,815-76.5% | $2,545-74.0% |
| Participant deferral / active EE | $1,434 | $2,621-45.3% | $4,430-67.6% | $4,239-66.2% |
| Admin fee / account holder | $29 | $568-94.9% | $5,443-99.5% | $594-95.1% |