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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $8,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,102 | $40,174-72.4% | $84,021-86.8% | $67,579-83.6% |
| Participation rate | 69.8% | 62.7%+7.1pp | 69.0%+0.8pp | 71.3%-1.5pp |
| Annual return | 16.86% | 25.82%-9.0pp | 71.32%-54.5pp | 378.56%-361.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,291 | $2,301-0.4% | $3,239-29.3% | $3,539-35.3% |
| Admin fee / account holder | $36 | $128-72.0% | $6,102-99.4% | $142-74.7% |