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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 41-0632402 | Bank Trustee | $23,974 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,041 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,055 | $79,169-35.5% | $100,415-49.2% | $74,478-31.4% |
| Participation rate | 54.6% | 79.4%-24.8pp | 81.5%-26.9pp | 67.2%-12.6pp |
| Annual return | 14.06% | 20.51%-6.5pp | 49.47%-35.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,951 | $7,751-61.9% | $8,091-63.5% | $4,350-32.2% |
| Admin fee / account holder | $150 | $1,337-88.8% | $7,906-98.1% | $1,946-92.3% |