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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-0223620 | Recordkeeping | $0 |
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).
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 | $74,809 | $72,486+3.2% | $87,103-14.1% | $72,976+2.5% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 20.63% | 24.46%-3.8pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,753 | $3,270-46.4% | $4,049-56.7% | $3,608-51.4% |
| Admin fee / account holder | $97 | $5,055-98.1% | $7,491-98.7% | $5,124-98.1% |