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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $48,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,434 | $56,503+5.2% | $69,884-15.0% | $64,819-8.3% |
| Participation rate | 26.2% | 70.5%-44.2pp | 70.5%-44.2pp | 71.5%-45.2pp |
| Annual return | -9.38% | -13.44%+4.1pp | 190.81%-200.2pp | 32.84%-42.2pp |
| Employer contribution / active EE | $746 | $2,046-63.6% | $2,560-70.9% | $2,507-70.2% |
| Participant deferral / active EE | $1,278 | $3,389-62.3% | $3,848-66.8% | $4,311-70.4% |
| Admin fee / account holder | $371 | $160+131.5% | $6,266-94.1% | $188+97.6% |