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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $9,542 |
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 | $35,554 | $75,388-52.8% | $123,549-71.2% | $55,725-36.2% |
| Participation rate | 36.0% | 75.7%-39.7pp | 82.3%-46.3pp | 70.9%-34.8pp |
| Annual return | -4.15% | 4.48%-8.6pp | 119.20%-123.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,082 | $3,063-64.7% | $4,628-76.6% | $2,078-47.9% |
| Participant deferral / active EE | $1,831 | $5,651-67.6% | $6,426-71.5% | $3,356-45.4% |
| Admin fee / account holder | $71 | $120-40.5% | $9,284-99.2% | $115-38.2% |