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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $7,150 |
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.
Annual investment return 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 | $34,553 | $80,753-57.2% | $136,298-74.6% | $62,293-44.5% |
| Participation rate | 37.6% | 73.5%-36.0pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 12.71% | 35.83%-23.1pp | 5156.27%-5143.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,022 | $2,884-64.6% | $4,696-78.2% | $2,042-50.0% |
| Participant deferral / active EE | $1,936 | $5,164-62.5% | $6,247-69.0% | $3,169-38.9% |
| Admin fee / account holder | $55 | $525-89.6% | $9,244-99.4% | $479-88.6% |