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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 | Recordkeeping | $46,121 |
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 | $77,288 | $42,367+82.4% | $79,583-2.9% | $64,824+19.2% |
| Participation rate | 42.1% | 64.7%-22.6pp | 69.5%-27.4pp | 71.5%-29.4pp |
| Annual return | -16.23% | -12.24%-4.0pp | 0.16%-16.4pp | 32.84%-49.1pp |
| Employer contribution / active EE | $775 | $1,181-34.4% | $2,414-67.9% | $2,507-69.1% |
| Participant deferral / active EE | $2,907 | $3,168-8.2% | $3,986-27.1% | $4,311-32.6% |
| Admin fee / account holder | $307 | $160+92.7% | $6,835-95.5% | $188+63.7% |