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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,643 |
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).
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 | $20,740 | $37,117-44.1% | $147,617-86.0% | $55,191-62.4% |
| Participation rate | 29.7% | 63.6%-33.9pp | 84.6%-54.9pp | 69.2%-39.5pp |
| Annual return | -0.66% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $243 | $1,620-85.0% | $5,564-95.6% | $1,899-87.2% |
| Participant deferral / active EE | $437 | $1,985-78.0% | $4,895-91.1% | $3,046-85.7% |
| Admin fee / account holder | $17 | $86-80.6% | $11,612-99.9% | $91-81.7% |