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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,521 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,019 | $59,191+25.1% | $76,767-3.6% | $56,289+31.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 77.0%-27.0pp | 69.9%-19.9pp |
| Annual return | -7.87% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,550 | $1,759-11.9% | $2,485-37.6% | $2,111-26.6% |
| Participant deferral / active EE | $2,787 | $3,255-14.4% | $3,852-27.6% | $3,350-16.8% |
| Admin fee / account holder | $327 | $489-33.1% | $6,675-95.1% | $521-37.2% |