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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,650 | $37,134-28.2% | $100,671-73.5% | $52,331-49.1% |
| Participation rate | 51.2% | 57.7%-6.5pp | 70.7%-19.6pp | 68.1%-16.9pp |
| Annual return | -0.45% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $873 | $1,187-26.5% | $4,012-78.2% | $1,882-53.6% |
| Participant deferral / active EE | $1,036 | $2,163-52.1% | $3,144-67.0% | $3,022-65.7% |
| Admin fee / account holder | $10 | $467-97.8% | $4,850-99.8% | $592-98.3% |