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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 41-1276678 | Recordkeeping | $30,875 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,934 | $52,722-9.1% | $90,440-47.0% | $73,412-34.7% |
| Participation rate | 39.6% | 67.7%-28.1pp | 72.7%-33.1pp | 72.2%-32.6pp |
| Annual return | 20.47% | 20.70%-0.2pp | 1294.38%-1273.9pp | 59.30%-38.8pp |
| Employer contribution / active EE | $210 | $1,872-88.8% | $3,263-93.6% | $2,234-90.6% |
| Participant deferral / active EE | $2,327 | $2,810-17.2% | $3,964-41.3% | $3,806-38.9% |
| Admin fee / account holder | $182 | $117+55.8% | $5,615-96.8% | $158+15.3% |