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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $86,269 |
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 | $83,220 | $61,391+35.6% | $149,723-44.4% | $71,529+16.3% |
| Participation rate | 60.7% | 62.5%-1.8pp | 78.8%-18.0pp | 67.9%-7.2pp |
| Annual return | 14.76% | 35.88%-21.1pp | 134.50%-119.7pp | 28.97%-14.2pp |
| Employer contribution / active EE | $1,672 | $2,384-29.8% | $4,821-65.3% | $2,590-35.4% |
| Participant deferral / active EE | $3,870 | $2,921+32.5% | $5,682-31.9% | $4,291-9.8% |
| Admin fee / account holder | $442 | $1,264-65.0% | $13,215-96.7% | $1,588-72.1% |