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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,755 | $92,897-87.3% | $90,782-87.1% | $56,287-79.1% |
| Participation rate | 60.8% | 80.7%-19.8pp | 82.7%-21.8pp | 69.9%-9.0pp |
| Annual return | -12.48% | -2.59%-9.9pp | -3.42%-9.1pp | -9.96%-2.5pp |
| Employer contribution / active EE | $1,127 | $3,871-70.9% | $4,105-72.6% | $2,111-46.6% |
| Participant deferral / active EE | $2,782 | $5,551-49.9% | $5,366-48.2% | $3,350-17.0% |
| Admin fee / account holder | $120 | $440-72.8% | $5,908-98.0% | $521-77.0% |