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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $11,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,679 | $55,453-53.7% | $170,439-84.9% | $62,293-58.8% |
| Participation rate | 26.6% | 66.4%-39.8pp | 83.6%-57.0pp | 69.5%-42.9pp |
| Annual return | 14.85% | 21.38%-6.5pp | 205.94%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $336 | $2,164-84.4% | $5,433-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $649 | $2,303-71.8% | $4,939-86.9% | $3,169-79.5% |
| Admin fee / account holder | $49 | $455-89.2% | $13,881-99.6% | $479-89.7% |