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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-1836262 | Recordkeeping | $1,150 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $53,162-44.2% | $91,227-67.5% | $68,490-56.7% |
| Participation rate | 65.1% | 63.2%+1.9pp | 73.2%-8.1pp | 67.9%-2.8pp |
| Annual return | 12.28% | -3.14%+15.4pp | 114.14%-101.9pp | -7.85%+20.1pp |
| Employer contribution / active EE | $24 | $1,709-98.6% | $2,851-99.2% | $2,597-99.1% |
| Participant deferral / active EE | $2,355 | $2,974-20.8% | $4,234-44.4% | $4,028-41.5% |
| Admin fee / account holder | $30 | $4,493-99.3% | $5,423-99.4% | $5,403-99.4% |