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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $236 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,209 | $85,171-16.4% | $172,753-58.8% | $72,976-2.4% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 8.86% | 27.32%-18.5pp | 803.00%-794.1pp | 81.02%-72.2pp |
| Employer contribution / active EE | $430 | $3,324-87.1% | $5,144-91.6% | $2,440-82.4% |
| Participant deferral / active EE | $2,150 | $3,260-34.0% | $5,198-58.6% | $3,608-40.4% |
| Admin fee / account holder | $781 | $5,880-86.7% | $13,956-94.4% | $5,124-84.8% |