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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $36,730 | $66,319-44.6% | $93,614-60.8% | $65,185-43.7% |
| Participation rate | 23.5% | 74.0%-50.5pp | 75.8%-52.4pp | 70.2%-46.7pp |
| Annual return | 21.60% | 42.59%-21.0pp | 32.76%-11.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $614 | $2,013-69.5% | $2,718-77.4% | $2,177-71.8% |
| Participant deferral / active EE | $1,025 | $3,343-69.3% | $4,069-74.8% | $3,514-70.8% |
| Admin fee / account holder | $288 | $6,900-95.8% | $7,889-96.3% | $847-66.0% |