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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,460 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,796 | $65,125-74.2% | $143,797-88.3% | $66,949-74.9% |
| Participation rate | 57.9% | 65.2%-7.3pp | 80.3%-22.4pp | 69.8%-11.9pp |
| Annual return | -15.12% | -11.13%-4.0pp | -0.04%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $520 | $2,362-78.0% | $4,952-89.5% | $2,545-79.6% |
| Participant deferral / active EE | $720 | $2,920-75.4% | $5,638-87.2% | $4,239-83.0% |
| Admin fee / account holder | $27 | $503-94.7% | $14,679-99.8% | $594-95.5% |