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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,401 |
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 | $98,905 | $122,042-19.0% | $184,260-46.3% | $74,459+32.8% |
| Participation rate | 63.5% | 85.5%-22.0pp | 86.8%-23.3pp | 67.2%-3.7pp |
| Annual return | 15.32% | 19.91%-4.6pp | 28.84%-13.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $3,176 | $4,537-30.0% | $6,427-50.6% | $2,626+21.0% |
| Participant deferral / active EE | $6,348 | $7,143-11.1% | $9,133-30.5% | $4,350+45.9% |
| Admin fee / account holder | $13 | $1,252-98.9% | $13,898-99.9% | $1,945-99.3% |