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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF P.C. Service code 10 · EIN 04-3138777 | Accounting | $9,951 |
GROUP HEALTH & BENEFIT ADMIN1+ years Filed as: GROUP HEALTH & BENEFIT ADMIN. Service code 99 · EIN 04-3060563 | Other Fees | $6,563 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $484 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,917 | $54,320-57.8% | $67,652-66.1% | $52,331-56.2% |
| Participation rate | 64.2% | 73.6%-9.4pp | 75.7%-11.5pp | 68.1%-3.9pp |
| Annual return | -0.51% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $107 | $1,544-93.1% | $2,266-95.3% | $1,882-94.3% |
| Participant deferral / active EE | $2,134 | $2,950-27.7% | $3,560-40.0% | $3,022-29.4% |
| Admin fee / account holder | $173 | $527-67.2% | $4,821-96.4% | $592-70.8% |