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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Finders' f... | $519 |
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 | $25,552 | $52,911-51.7% | $73,309-65.1% | $59,633-57.2% |
| Participation rate | 45.5% | 68.2%-22.8pp | 74.9%-29.5pp | 68.7%-23.2pp |
| Annual return | -0.16% | 12.20%-12.4pp | 5.67%-5.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $716 | $4,069-82.4% | $4,991-85.7% | $3,192-77.6% |
| Admin fee / account holder | $9 | $3,835-99.8% | $5,635-99.8% | $4,297-99.8% |