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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,548 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,582 | $60,165-14.3% | $74,184-30.5% | $55,167-6.5% |
| Participation rate | 62.1% | 74.2%-12.0pp | 76.6%-14.5pp | 69.0%-6.9pp |
| Annual return | 0.03% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $545 | $1,600-65.9% | $2,370-77.0% | $1,963-72.2% |
| Participant deferral / active EE | $1,210 | $2,973-59.3% | $3,550-65.9% | $3,054-60.4% |
| Admin fee / account holder | $12 | $419-97.1% | $5,586-99.8% | $504-97.6% |