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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $288 |
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).
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 | $23,278 | $88,324-73.6% | $115,038-79.8% | $55,191-57.8% |
| Participation rate | 11.7% | 72.5%-60.8pp | 81.4%-69.6pp | 69.2%-57.4pp |
| Annual return | 0.88% | 6.30%-5.4pp | 26.14%-25.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $223 | $5,042-95.6% | $6,026-96.3% | $3,046-92.7% |
| Admin fee / account holder | $24 | $105-77.4% | $8,175-99.7% | $91-73.7% |