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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $60,163 |
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 | $71,629 | $66,501+7.7% | $81,482-12.1% | $77,692-7.8% |
| Participation rate | 33.3% | 68.7%-35.4pp | 69.5%-36.2pp | 70.6%-37.3pp |
| Annual return | 10.18% | 15.93%-5.7pp | 24.79%-14.6pp | 31.25%-21.1pp |
| Employer contribution / active EE | $1,016 | $2,158-52.9% | $2,463-58.8% | $2,726-62.7% |
| Participant deferral / active EE | $1,694 | $3,678-53.9% | $3,885-56.4% | $4,648-63.6% |
| Admin fee / account holder | $328 | $583-43.7% | $5,761-94.3% | $431-23.8% |