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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,489 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,632 |
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 | $57,590 | $91,198-36.9% | $178,503-67.7% | $79,856-27.9% |
| Participation rate | 54.9% | 69.2%-14.3pp | 81.9%-27.0pp | 69.6%-14.7pp |
| Annual return | 17.04% | 24.20%-7.2pp | 151.12%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,395 | $3,257-57.2% | $5,011-72.2% | $2,471-43.6% |
| Participant deferral / active EE | $2,995 | $3,237-7.5% | $5,202-42.4% | $3,741-19.9% |
| Admin fee / account holder | $278 | $6,748-95.9% | $13,987-98.0% | $5,306-94.8% |