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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,950 |
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.)
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 | $39,320 | $54,213-27.5% | $93,696-58.0% | $77,736-49.4% |
| Participation rate | 30.5% | 64.0%-33.4pp | 68.7%-38.2pp | 70.6%-40.1pp |
| Annual return | 13.84% | 30.55%-16.7pp | 133.74%-119.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $959 | $1,168-17.9% | $2,422-60.4% | $2,728-64.9% |
| Participant deferral / active EE | $1,912 | $3,145-39.2% | $4,417-56.7% | $4,651-58.9% |
| Admin fee / account holder | $340 | $575-40.9% | $8,287-95.9% | $433-21.6% |