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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $120,910 |
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.
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 | $17,539 | $30,302-42.1% | $58,561-70.0% | $103,590-83.1% |
| Participation rate | 23.8% | 29.5%-5.8pp | 50.9%-27.1pp | 73.3%-49.6pp |
| Annual return | 11.67% | 19.69%-8.0pp | 4251.33%-4239.7pp | 33.13%-21.5pp |
| Employer contribution / active EE | $193 | $512-62.3% | $1,053-81.7% | $3,213-94.0% |
| Participant deferral / active EE | $670 | $1,170-42.7% | $1,923-65.1% | $5,214-87.1% |
| Admin fee / account holder | $41 | $109-62.4% | $2,520-98.4% | $114-64.1% |