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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,134 |
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 | $17,045 | $73,981-77.0% | $105,754-83.9% | $62,881-72.9% |
| Participation rate | 47.2% | 71.7%-24.5pp | 78.9%-31.7pp | 69.3%-22.1pp |
| Annual return | 6.81% | 17.60%-10.8pp | 12.25%-5.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,899 | $4,038-28.2% | $5,326-45.6% | $3,203-9.5% |
| Admin fee / account holder | $72 | $5,976-98.8% | $8,309-99.1% | $4,296-98.3% |