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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,560 | $72,554-31.7% | $138,135-64.1% | $73,493-32.6% |
| Participation rate | 23.7% | 74.8%-51.2pp | 78.7%-55.0pp | 70.7%-47.0pp |
| Annual return | 11.45% | 17.50%-6.1pp | 20.51%-9.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,004 | $4,908-79.5% | $6,431-84.4% | $3,740-73.1% |
| Admin fee / account holder | $672 | $464+44.8% | $11,856-94.3% | $513+31.1% |