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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,025 | $42,383-45.7% | $76,518-69.9% | $64,173-64.1% |
| Participation rate | 54.3% | 58.1%-3.8pp | 68.0%-13.7pp | 69.6%-15.2pp |
| Annual return | -3.68% | -16.54%+12.9pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $802 | $1,563-48.7% | $2,647-69.7% | $2,381-66.3% |
| Participant deferral / active EE | $3,780 | $2,566+47.3% | $3,836-1.5% | $3,470+8.9% |
| Admin fee / account holder | $31 | $3,198-99.0% | $4,849-99.4% | $4,887-99.4% |