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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50,963 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,466 | $69,823+0.9% | $76,872-8.3% | $74,460-5.4% |
| Participation rate | 30.0% | 70.0%-40.0pp | 69.6%-39.6pp | 70.7%-40.7pp |
| Annual return | 11.39% | 19.99%-8.6pp | 37.90%-26.5pp | 34.38%-23.0pp |
| Employer contribution / active EE | $897 | $2,148-58.2% | $2,533-64.6% | $2,638-66.0% |
| Participant deferral / active EE | $1,595 | $3,558-55.2% | $3,832-58.4% | $4,530-64.8% |
| Admin fee / account holder | $319 | $398-19.7% | $5,476-94.2% | $348-8.2% |