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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,439 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,067 | $42,909+16.7% | $60,906-17.8% | $68,486-26.9% |
| Participation rate | 43.5% | 66.8%-23.3pp | 73.1%-29.6pp | 67.9%-24.4pp |
| Annual return | -16.00% | -13.99%-2.0pp | 16.94%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,308 | $2,866-54.4% | $3,814-65.7% | $4,028-67.5% |
| Admin fee / account holder | $3 | $3,104-99.9% | $3,227-99.9% | $5,404-99.9% |