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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,434 |
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 | $53,312 | $58,888-9.5% | $178,499-70.1% | $73,493-27.5% |
| Participation rate | 43.8% | 66.2%-22.5pp | 81.9%-38.2pp | 70.7%-26.9pp |
| Annual return | 16.69% | 24.86%-8.2pp | 151.10%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,002 | $2,236-55.2% | $5,011-80.0% | $2,270-55.8% |
| Participant deferral / active EE | $2,316 | $2,568-9.8% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $11 | $400-97.4% | $13,986-99.9% | $513-97.9% |