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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,322 | $136,307-62.3% | $177,827-71.1% | $73,493-30.2% |
| Participation rate | 66.3% | 86.1%-19.8pp | 87.7%-21.4pp | 70.7%-4.4pp |
| Annual return | 12.64% | 18.68%-6.0pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,120 | $3,712-69.8% | $5,918-81.1% | $2,270-50.7% |
| Participant deferral / active EE | $3,985 | $5,829-31.6% | $7,713-48.3% | $3,740+6.6% |
| Admin fee / account holder | $113 | $596-81.0% | $12,429-99.1% | $513-78.0% |