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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,038 | $58,888-77.9% | $178,498-92.7% | $73,493-82.3% |
| Participation rate | 62.6% | 66.2%-3.6pp | 81.9%-19.3pp | 70.7%-8.1pp |
| Annual return | 21.45% | 24.86%-3.4pp | 151.09%-129.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $357 | $2,236-84.0% | $5,011-92.9% | $2,270-84.3% |
| Participant deferral / active EE | $1,227 | $2,568-52.2% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $18 | $400-95.5% | $13,985-99.9% | $513-96.5% |