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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4633765 | Other Fees | $15,342 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,576 | $44,473+0.2% | $76,523-41.7% | $55,725-20.0% |
| Participation rate | 19.8% | 51.0%-31.2pp | 68.0%-48.2pp | 70.9%-51.0pp |
| Annual return | -5.61% | -2.01%-3.6pp | -0.27%-5.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,022 | $1,988+52.0% | $3,835-21.2% | $3,356-9.9% |
| Admin fee / account holder | $26 | $134-80.7% | $4,848-99.5% | $115-77.5% |