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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,846 | $47,977-42.0% | $154,111-81.9% | $56,287-50.5% |
| Participation rate | 42.4% | 66.2%-23.7pp | 83.0%-40.6pp | 69.9%-27.4pp |
| Annual return | -3.45% | 3.54%-7.0pp | 735.18%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $485 | $2,169-77.6% | $5,298-90.8% | $2,111-77.0% |
| Participant deferral / active EE | $859 | $2,392-64.1% | $5,081-83.1% | $3,350-74.4% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.3% |