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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $81,645 | $65,246+25.1% | $98,716-17.3% | $67,986+20.1% |
| Participation rate | 61.0% | 51.4%+9.6pp | 69.3%-8.3pp | 57.2%+3.8pp |
| Annual return | 19.83% | 20.58%-0.7pp | 31.81%-12.0pp | 31.67%-11.8pp |
| Employer contribution / active EE | $543 | $1,042-47.9% | $2,279-76.2% | $2,019-73.1% |
| Participant deferral / active EE | $4,141 | $2,594+59.6% | $4,048+2.3% | $3,358+23.3% |
| Admin fee / account holder | $454 | $4,561-90.0% | $8,703-94.8% | $3,203-85.8% |