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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $894 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,030 | $88,370-66.0% | $112,977-73.4% | $79,858-62.4% |
| Participation rate | 56.9% | 76.8%-19.9pp | 82.6%-25.6pp | 69.6%-12.7pp |
| Annual return | 10.71% | 23.16%-12.5pp | 24.24%-13.5pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,798 | $3,398-17.7% | $4,255-34.2% | $2,471+13.2% |
| Participant deferral / active EE | $1,501 | $4,536-66.9% | $5,836-74.3% | $3,740-59.9% |
| Admin fee / account holder | $182 | $5,750-96.8% | $6,294-97.1% | $5,306-96.6% |