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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $30,794 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,425 | $47,180-18.6% | $149,723-74.3% | $74,473-48.4% |
| Participation rate | 37.5% | 63.4%-26.0pp | 78.8%-41.3pp | 70.7%-33.3pp |
| Annual return | 19.00% | 22.75%-3.7pp | 134.50%-115.5pp | 34.36%-15.4pp |
| Employer contribution / active EE | $657 | $1,907-65.6% | $4,821-86.4% | $2,638-75.1% |
| Participant deferral / active EE | $1,463 | $2,730-46.4% | $5,682-74.2% | $4,530-67.7% |
| Admin fee / account holder | $184 | $343-46.3% | $13,215-98.6% | $347-46.9% |