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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $12,335 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $11,891 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,553 | $59,191-46.7% | $76,767-58.9% | $56,289-43.9% |
| Participation rate | 50.4% | 75.2%-24.8pp | 77.0%-26.5pp | 69.9%-19.4pp |
| Annual return | 7.48% | 6.62%+0.9pp | 2.43%+5.0pp | -9.96%+17.4pp |
| Employer contribution / active EE | $719 | $1,759-59.1% | $2,485-71.1% | $2,111-65.9% |
| Participant deferral / active EE | $1,380 | $3,255-57.6% | $3,852-64.2% | $3,350-58.8% |
| Admin fee / account holder | $273 | $489-44.1% | $6,675-95.9% | $521-47.5% |