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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 | $62,555 | $49,451+26.5% | $79,580-21.4% | $66,938-6.5% |
| Participation rate | 65.8% | 61.3%+4.4pp | 69.5%-3.7pp | 69.8%-4.1pp |
| Annual return | -14.37% | 84.25%-98.6pp | 0.15%-14.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $578 | $1,266-54.3% | $2,413-76.1% | $2,545-77.3% |
| Participant deferral / active EE | $4,190 | $3,159+32.7% | $3,985+5.1% | $4,238-1.1% |
| Admin fee / account holder | $415 | $595-30.3% | $6,835-93.9% | $594-30.1% |