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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,321 | $63,471-38.0% | $68,808-42.9% | $66,938-41.3% |
| Participation rate | 40.3% | 60.0%-19.7pp | 69.0%-28.7pp | 69.8%-29.5pp |
| Annual return | -15.65% | -8.29%-7.4pp | -6.37%-9.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,402 | $1,776-21.1% | $2,656-47.2% | $2,545-44.9% |
| Participant deferral / active EE | $2,577 | $2,946-12.5% | $3,942-34.6% | $4,238-39.2% |
| Admin fee / account holder | $468 | $578-19.0% | $4,936-90.5% | $594-21.2% |