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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,456 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,303 | $30,107-55.8% | $61,501-78.4% | $64,824-79.5% |
| Participation rate | 31.8% | 36.4%-4.6pp | 52.6%-20.8pp | 71.5%-39.7pp |
| Annual return | -17.94% | -13.99%-3.9pp | 339.04%-357.0pp | 32.84%-50.8pp |
| Employer contribution / active EE | $589 | $537+9.7% | $1,160-49.2% | $2,507-76.5% |
| Participant deferral / active EE | $1,028 | $1,126-8.7% | $2,125-51.6% | $4,311-76.2% |
| Admin fee / account holder | $97 | $148-34.5% | $2,132-95.4% | $188-48.3% |