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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,087 | $46,173-67.3% | $170,435-91.1% | $69,631-78.3% |
| Participation rate | 35.1% | 63.9%-28.8pp | 83.6%-48.5pp | 70.7%-35.6pp |
| Annual return | 11.26% | 21.62%-10.4pp | 205.94%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $241 | $1,610-85.1% | $5,432-95.6% | $2,032-88.2% |
| Participant deferral / active EE | $600 | $2,080-71.1% | $4,939-87.8% | $3,224-81.4% |
| Admin fee / account holder | $43 | $116-62.9% | $13,881-99.7% | $110-61.0% |