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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,225 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,327 | $47,163-39.9% | $149,696-81.1% | $74,460-62.0% |
| Participation rate | 62.9% | 63.4%-0.5pp | 78.8%-15.8pp | 70.7%-7.8pp |
| Annual return | 19.45% | 22.75%-3.3pp | 134.46%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,316 | $1,907+21.4% | $4,821-52.0% | $2,638-12.2% |
| Participant deferral / active EE | $4,496 | $2,730+64.7% | $5,682-20.9% | $4,530-0.8% |
| Admin fee / account holder | $156 | $343-54.5% | $13,212-98.8% | $348-55.2% |