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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,855 | $69,708-52.9% | $67,560-51.4% | $74,478-55.9% |
| Participation rate | 42.3% | 71.4%-29.1pp | 72.9%-30.7pp | 67.2%-24.9pp |
| Annual return | 13.48% | -40.67%+54.2pp | 3533.50%-3520.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $676 | $2,715-75.1% | $2,737-75.3% | $2,626-74.3% |
| Participant deferral / active EE | $943 | $3,637-74.1% | $4,004-76.4% | $4,350-78.3% |
| Admin fee / account holder | $2 | $887-99.8% | $3,994-99.9% | $1,946-99.9% |