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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,685 | $65,092-68.2% | $143,799-85.6% | $66,938-69.1% |
| Participation rate | 22.1% | 65.2%-43.1pp | 80.3%-58.2pp | 69.8%-47.7pp |
| Annual return | -17.73% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $575 | $2,362-75.6% | $4,952-88.4% | $2,545-77.4% |
| Participant deferral / active EE | $1,077 | $2,920-63.1% | $5,638-80.9% | $4,238-74.6% |
| Admin fee / account holder | $14 | $502-97.1% | $14,677-99.9% | $594-97.6% |