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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,528 | $58,969+48.4% | $129,406-32.4% | $77,762+12.6% |
| Participation rate | 23.8% | 59.5%-35.6pp | 69.6%-45.8pp | 70.6%-46.7pp |
| Annual return | 10.85% | 24.78%-13.9pp | 9468.18%-9457.3pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,077 | $3,224-66.6% | $4,167-74.1% | $4,651-76.8% |
| Admin fee / account holder | $2 | $593-99.7% | $7,689-100.0% | $433-99.6% |