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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.)
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 | $71,754 | $54,717+31.1% | $86,216-16.8% | $71,511+0.3% |
| Participation rate | 63.0% | 60.1%+2.9pp | 69.0%-6.0pp | 67.9%-4.9pp |
| Annual return | 13.39% | 20.07%-6.7pp | 1169.42%-1156.0pp | 28.86%-15.5pp |
| Employer contribution / active EE | $533 | $1,267-57.9% | $2,382-77.6% | $2,589-79.4% |
| Participant deferral / active EE | $3,723 | $3,110+19.7% | $3,986-6.6% | $4,291-13.2% |
| Admin fee / account holder | $447 | $1,922-76.8% | $6,853-93.5% | $1,588-71.9% |