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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 | $78,976-35.4% | $100,383-49.1% | $74,546-31.5% |
| Participation rate | 54.6% | 79.5%-24.9pp | 81.5%-26.9pp | 67.2%-12.6pp |
| Annual return | 14.06% | 20.62%-6.6pp | 49.26%-35.2pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,951 | $7,758-62.0% | $8,086-63.5% | $4,347-32.1% |
| Admin fee / account holder | $150 | $1,330-88.7% | $7,900-98.1% | $1,944-92.3% |