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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,518 | $59,220-63.7% | $96,572-77.7% | $79,389-72.9% |
| Participation rate | 48.4% | 61.9%-13.5pp | 69.8%-21.4pp | 70.7%-22.3pp |
| Annual return | 10.90% | 27.08%-16.2pp | 37.79%-26.9pp | 116.89%-106.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,563 | $2,948-47.0% | $3,850-59.4% | $4,046-61.4% |
| Admin fee / account holder | $39 | $659-94.0% | $6,183-99.4% | $626-93.7% |