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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 41-1276678 | Recordkeeping | $18,190 |
CUMPSTON & ASSOCIATES PLLP2+ years Service code 10 · EIN 41-1859614 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,593 | $39,859-10.7% | $78,676-54.8% | $57,658-38.3% |
| Participation rate | 41.5% | 66.1%-24.6pp | 73.6%-32.0pp | 70.2%-28.7pp |
| Annual return | 5.18% | 18.96%-13.8pp | 62.19%-57.0pp | 5.13%0pp |
| Employer contribution / active EE | $257 | $1,786-85.6% | $2,850-91.0% | $1,974-87.0% |
| Participant deferral / active EE | $2,313 | $2,248+2.9% | $3,517-34.2% | $3,061-24.4% |
| Admin fee / account holder | $111 | $76+45.9% | $4,510-97.5% | $95+17.6% |