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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $74,423 |
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 | $37,293 | $98,780-62.2% | $60,919-38.8% | $77,906-52.1% |
| Participation rate | 45.9% | 76.7%-30.7pp | 73.1%-27.2pp | 73.7%-27.8pp |
| Annual return | -13.71% | -11.56%-2.1pp | 16.96%-30.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $2 | $3,605-99.9% | $2,704-99.9% | $2,846-99.9% |
| Participant deferral / active EE | $2,136 | $4,200-49.1% | $3,814-44.0% | $4,805-55.5% |
| Admin fee / account holder | $66 | $89-25.0% | $3,228-97.9% | $133-49.9% |