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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,807 | $65,437-19.3% | $86,698-39.1% | $66,949-21.1% |
| Participation rate | 60.9% | 75.5%-14.6pp | 76.6%-15.7pp | 69.8%-9.0pp |
| Annual return | -16.12% | -10.91%-5.2pp | 35.96%-52.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,164 | $2,154+0.5% | $2,837-23.7% | $2,545-15.0% |
| Participant deferral / active EE | $3,949 | $4,102-3.7% | $4,656-15.2% | $4,239-6.8% |
| Admin fee / account holder | $19 | $642-97.0% | $7,492-99.7% | $594-96.8% |