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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
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 | $27,010 | $46,332-41.7% | $143,799-81.2% | $64,819-58.3% |
| Participation rate | 57.8% | 64.2%-6.5pp | 80.3%-22.5pp | 71.5%-13.7pp |
| Annual return | -7.03% | -10.05%+3.0pp | -0.04%-7.0pp | 32.84%-39.9pp |
| Employer contribution / active EE | $1,696 | $1,911-11.2% | $4,952-65.7% | $2,507-32.3% |
| Participant deferral / active EE | $3,557 | $2,647+34.4% | $5,638-36.9% | $4,311-17.5% |
| Admin fee / account holder | $179 | $154+16.4% | $14,677-98.8% | $188-4.7% |