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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,933 | $123,793-85.5% | $177,848-89.9% | $79,856-77.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.59% | 22.82%-2.2pp | 48.33%-27.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,445 | $4,095-40.3% | $5,919-58.7% | $2,471-1.1% |
| Participant deferral / active EE | $2,311 | $5,956-61.2% | $7,714-70.0% | $3,741-38.2% |
| Admin fee / account holder | $69 | $7,243-99.0% | $12,431-99.4% | $5,306-98.7% |