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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $8,126 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,055 | $62,132-66.1% | $185,861-88.7% | $73,497-71.4% |
| Participation rate | 5.3% | 67.8%-62.5pp | 78.0%-72.7pp | 70.7%-65.3pp |
| Annual return | 6.28% | 20.44%-14.2pp | 35.96%-29.7pp | 28.51%-22.2pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $274 | $3,711-92.6% | $5,634-95.1% | $3,740-92.7% |
| Admin fee / account holder | $198 | $419-52.7% | $9,503-97.9% | $513-61.4% |