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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $93,926 |
Service code 99 · EIN 47-1411118 | Other Fees | $40,000 |
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).
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 | $22,354 | $50,812-56.0% | $155,602-85.6% | $77,692-71.2% |
| Participation rate | 46.0% | 63.1%-17.1pp | 78.2%-32.2pp | 70.6%-24.6pp |
| Annual return | 12.02% | 34.85%-22.8pp | 64.81%-52.8pp | 31.25%-19.2pp |
| Employer contribution / active EE | $833 | $1,989-58.1% | $4,675-82.2% | $2,726-69.4% |
| Participant deferral / active EE | $2,277 | $2,822-19.3% | $5,629-59.5% | $4,648-51.0% |
| Admin fee / account holder | $156 | $436-64.3% | $15,923-99.0% | $431-63.8% |