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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,195 | $33,067-75.2% | $76,518-89.3% | $56,289-85.4% |
| Participation rate | 32.6% | 55.4%-22.8pp | 68.0%-35.4pp | 69.9%-37.3pp |
| Annual return | -6.34% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $594 | $1,200-50.5% | $2,647-77.6% | $2,111-71.9% |
| Participant deferral / active EE | $1,303 | $2,240-41.8% | $3,836-66.0% | $3,350-61.1% |
| Admin fee / account holder | $114 | $537-78.8% | $4,849-97.7% | $521-78.2% |