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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $400 |
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).
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 | $57,046 | $58,493-2.5% | $84,021-32.1% | $72,975-21.8% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 21.86% | 28.93%-7.1pp | 71.32%-49.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,425 | $2,394-40.5% | $3,239-56.0% | $3,608-60.5% |
| Admin fee / account holder | $7 | $4,569-99.9% | $6,102-99.9% | $5,124-99.9% |