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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,128 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,980 | $80,748+87.0% | $102,383+47.5% | $74,429+102.9% |
| Participation rate | 53.7% | 65.7%-12.0pp | 74.5%-20.8pp | 67.2%-13.5pp |
| Annual return | 14.59% | 27.57%-13.0pp | 24.94%-10.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $495 | $3,159-84.3% | $3,870-87.2% | $2,625-81.2% |
| Participant deferral / active EE | $6,000 | $3,861+55.4% | $5,060+18.6% | $4,348+38.0% |
| Admin fee / account holder | $249 | $2,371-89.5% | $8,391-97.0% | $1,944-87.2% |