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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 54-1170635 | Advisory (Plan) | $7,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,399 | $56,438+15.9% | $76,902-15.0% | $71,529-8.6% |
| Participation rate | 67.4% | 64.3%+3.1pp | 69.6%-2.2pp | 67.9%-0.5pp |
| Annual return | 12.52% | 19.05%-6.5pp | 37.91%-25.4pp | 28.97%-16.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,534-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,138 | $3,136-31.8% | $3,833-44.2% | $4,291-50.2% |
| Admin fee / account holder | $87 | $1,430-93.9% | $5,479-98.4% | $1,588-94.5% |