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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
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 | $21,176 | $58,888-64.0% | $178,499-88.1% | $73,493-71.2% |
| Participation rate | 21.7% | 66.2%-44.5pp | 81.9%-60.2pp | 70.7%-48.9pp |
| Annual return | 18.52% | 24.86%-6.3pp | 151.10%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $567 | $2,236-74.7% | $5,011-88.7% | $2,270-75.0% |
| Participant deferral / active EE | $1,057 | $2,568-58.8% | $5,202-79.7% | $3,740-71.7% |
| Admin fee / account holder | $27 | $400-93.2% | $13,986-99.8% | $513-94.7% |