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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,386 | $82,979-97.1% | $102,383-97.7% | $77,714-96.9% |
| Participation rate | 1.2% | 71.5%-70.3pp | 74.5%-73.3pp | 70.6%-69.3pp |
| Annual return | -155.05% | 19.11%-174.2pp | 24.94%-180.0pp | 31.26%-186.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,776 | $4,109-8.1% | $5,060-25.4% | $4,649-18.8% |
| Admin fee / account holder | $3,143 | $639+392.2% | $8,391-62.5% | $433+625.5% |