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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $472 |
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.)
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,958 | $99,957-37.0% | $149,715-57.9% | $73,493-14.3% |
| Participation rate | 52.9% | 75.7%-22.8pp | 82.5%-29.6pp | 70.7%-17.8pp |
| Annual return | 11.49% | 53.87%-42.4pp | 276.66%-265.2pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,943 | $3,191-39.1% | $4,645-58.2% | $2,270-14.4% |
| Participant deferral / active EE | $3,415 | $6,073-43.8% | $6,842-50.1% | $3,740-8.7% |
| Admin fee / account holder | $417 | $551-24.2% | $9,310-95.5% | $513-18.6% |