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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $17,425 | $55,446-68.6% | $155,574-88.8% | $74,429-76.6% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 12.03% | 269.20%-257.2pp | 64.87%-52.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $469 | $2,266-79.3% | $4,676-90.0% | $2,625-82.1% |
| Participant deferral / active EE | $733 | $2,836-74.2% | $5,629-87.0% | $4,348-83.2% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,914-99.9% | $1,944-99.5% |