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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $53,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,300 | $106,230-73.4% | $147,080-80.8% | $77,736-63.6% |
| Participation rate | 64.1% | 78.4%-14.3pp | 82.2%-18.0pp | 70.6%-6.4pp |
| Annual return | 21.68% | 56.91%-35.2pp | 420.17%-398.5pp | 31.26%-9.6pp |
| Employer contribution / active EE | $1,349 | $4,072-66.9% | $4,933-72.7% | $2,728-50.6% |
| Participant deferral / active EE | $3,940 | $8,001-50.8% | $8,066-51.2% | $4,651-15.3% |
| Admin fee / account holder | $114 | $338-66.4% | $12,989-99.1% | $433-73.8% |