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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,505 |
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 | $53,191 | $61,172-13.0% | $185,851-71.4% | $79,389-33.0% |
| Participation rate | 58.8% | 66.6%-7.8pp | 81.7%-22.9pp | 70.7%-11.9pp |
| Annual return | 18.05% | 19.45%-1.4pp | 122.11%-104.1pp | 116.89%-98.8pp |
| Employer contribution / active EE | $449 | $2,321-80.6% | $5,168-91.3% | $2,428-81.5% |
| Participant deferral / active EE | $3,382 | $2,788+21.3% | $5,569-39.3% | $4,046-16.4% |
| Admin fee / account holder | $11 | $710-98.5% | $16,245-99.9% | $626-98.3% |