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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $80,961 |
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.
Annual investment return 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 | $45,092 | $120,057-62.4% | $75,731-40.5% | $93,010-51.5% |
| Participation rate | 47.8% | 77.3%-29.5pp | 74.8%-27.1pp | 73.9%-26.1pp |
| Annual return | 12.55% | 19.62%-7.1pp | 104.65%-92.1pp | 158.70%-146.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,008 | $4,089-50.9% | $3,820-47.4% | $4,561-56.0% |
| Admin fee / account holder | $75 | $81-7.5% | $3,620-97.9% | $152-50.4% |