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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,813 | $50,898-80.7% | $171,082-94.3% | $55,167-82.2% |
| Participation rate | 48.7% | 63.3%-14.6pp | 76.7%-28.0pp | 69.0%-20.3pp |
| Annual return | 12.10% | 15.34%-3.2pp | 32.56%-20.5pp | 169.23%-157.1pp |
| Employer contribution / active EE | $921 | $1,433-35.7% | $4,002-77.0% | $1,963-53.1% |
| Participant deferral / active EE | $1,276 | $2,994-57.4% | $4,797-73.4% | $3,054-58.2% |
| Admin fee / account holder | $59 | $500-88.2% | $8,520-99.3% | $504-88.3% |