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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,814 |
Service code 99 · EIN 47-1411118 | Other Fees | $35,372 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,931 | $65,092-29.4% | $143,799-68.1% | $66,938-31.4% |
| Participation rate | 49.5% | 65.2%-15.7pp | 80.3%-30.8pp | 69.8%-20.3pp |
| Annual return | -16.42% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,144 | $2,362-9.2% | $4,952-56.7% | $2,545-15.8% |
| Participant deferral / active EE | $3,806 | $2,920+30.3% | $5,638-32.5% | $4,238-10.2% |
| Admin fee / account holder | $274 | $502-45.4% | $14,677-98.1% | $594-53.8% |