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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 14-1886561 | Advisory (Plan) | $44,179 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $600 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,165 | $104,317-27.9% | $159,436-52.9% | $86,799-13.4% |
| Participation rate | 68.5% | 77.7%-9.2pp | 82.8%-14.3pp | 72.3%-3.8pp |
| Annual return | 14.49% | 26.32%-11.8pp | 263.57%-249.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $884 | $3,451-74.4% | $4,829-81.7% | $2,405-63.2% |
| Participant deferral / active EE | $2,610 | $6,837-61.8% | $7,352-64.5% | $4,131-36.8% |
| Admin fee / account holder | $205 | $172+19.3% | $10,799-98.1% | $170+21.1% |