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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,925 | $58,969-71.3% | $129,406-86.9% | $77,762-78.2% |
| Participation rate | 29.5% | 59.5%-30.0pp | 69.6%-40.2pp | 70.6%-41.1pp |
| Annual return | 18.87% | 24.78%-5.9pp | 9468.18%-9449.3pp | 31.27%-12.4pp |
| Employer contribution / active EE | $1,000 | $1,959-48.9% | $4,155-75.9% | $2,728-63.3% |
| Participant deferral / active EE | $1,810 | $3,224-43.8% | $4,167-56.6% | $4,651-61.1% |
| Admin fee / account holder | $3 | $593-99.4% | $7,689-100.0% | $433-99.2% |