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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,247 |
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).
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 | $37,850 | $155,795-75.7% | $136,298-72.2% | $69,631-45.6% |
| Participation rate | 22.4% | 75.2%-52.8pp | 81.9%-59.5pp | 70.7%-48.3pp |
| Annual return | 15.30% | 232464.33%-232449.0pp | 5156.27%-5141.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $671 | $2,991-77.6% | $4,696-85.7% | $2,032-67.0% |
| Participant deferral / active EE | $1,359 | $5,394-74.8% | $6,247-78.2% | $3,224-57.8% |
| Admin fee / account holder | $176 | $128+37.0% | $9,244-98.1% | $110+59.1% |