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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $33,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,852 | $101,653-68.7% | $147,080-78.3% | $74,459-57.2% |
| Participation rate | 45.0% | 75.6%-30.5pp | 82.2%-37.1pp | 67.2%-22.2pp |
| Annual return | 10.39% | 8754.98%-8744.6pp | 420.17%-409.8pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,130 | $3,813-70.4% | $4,933-77.1% | $2,626-57.0% |
| Participant deferral / active EE | $3,593 | $7,304-50.8% | $8,066-55.5% | $4,350-17.4% |
| Admin fee / account holder | $260 | $1,752-85.2% | $12,989-98.0% | $1,945-86.7% |