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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $16,302 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,561 | $79,209-87.9% | $102,434-90.7% | $74,459-87.2% |
| Participation rate | 72.0% | 74.8%-2.7pp | 76.5%-4.5pp | 67.2%+4.8pp |
| Annual return | 13.91% | 54.98%-41.1pp | 29.46%-15.5pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,317 | $2,362-44.3% | $3,023-56.5% | $2,626-49.9% |
| Participant deferral / active EE | $1,744 | $4,417-60.5% | $5,055-65.5% | $4,350-59.9% |
| Admin fee / account holder | $134 | $2,002-93.3% | $9,462-98.6% | $1,945-93.1% |