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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $9,048 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,649 | $67,166-60.3% | $57,356-53.5% | $55,191-51.7% |
| Participation rate | 24.2% | 77.7%-53.5pp | 75.1%-50.9pp | 69.2%-44.9pp |
| Annual return | 0.15% | 4.22%-4.1pp | 24.41%-24.3pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $655 | $2,835-76.9% | $3,162-79.3% | $3,046-78.5% |
| Admin fee / account holder | $79 | $44+82.2% | $3,357-97.6% | $91-12.6% |