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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,917 | $53,165-40.0% | $86,209-63.0% | $74,440-57.1% |
| Participation rate | 26.0% | 64.9%-38.9pp | 69.0%-43.0pp | 70.7%-44.8pp |
| Annual return | 17.18% | 22.64%-5.5pp | 1169.05%-1151.9pp | 34.37%-17.2pp |
| Employer contribution / active EE | $807 | $1,210-33.3% | $2,381-66.1% | $2,638-69.4% |
| Participant deferral / active EE | $1,677 | $3,234-48.1% | $3,986-57.9% | $4,529-63.0% |
| Admin fee / account holder | $233 | $551-57.8% | $6,853-96.6% | $348-33.1% |