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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
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.
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 | $24,087 | $45,152-46.7% | $73,836-67.4% | $59,633-59.6% |
| Participation rate | 29.7% | 64.0%-34.3pp | 73.4%-43.8pp | 68.7%-39.0pp |
| Annual return | -3.84% | 27.40%-31.2pp | 2268.06%-2271.9pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $244 | $1,901-87.1% | $2,787-91.2% | $2,203-88.9% |
| Participant deferral / active EE | $2,539 | $2,573-1.3% | $3,583-29.1% | $3,192-20.4% |
| Admin fee / account holder | $35 | $3,515-99.0% | $4,882-99.3% | $4,297-99.2% |