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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,603 | $50,919-67.4% | $155,556-89.3% | $77,762-78.6% |
| Participation rate | 41.9% | 63.1%-21.2pp | 78.2%-36.3pp | 70.6%-28.7pp |
| Annual return | 11.15% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $667 | $1,991-66.5% | $4,675-85.7% | $2,728-75.5% |
| Participant deferral / active EE | $1,282 | $2,824-54.6% | $5,631-77.2% | $4,651-72.4% |
| Admin fee / account holder | $7 | $437-98.3% | $15,885-100.0% | $433-98.3% |