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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 41-0632402 | Bank Trustee | $19,923 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,265 |
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 | $43,439 | $69,477-37.5% | $94,679-54.1% | $71,495-39.2% |
| Participation rate | 55.6% | 78.4%-22.8pp | 80.8%-25.2pp | 67.9%-12.3pp |
| Annual return | 20.25% | 29.66%-9.4pp | 156.75%-136.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,805 | $7,345-61.8% | $7,417-62.2% | $4,291-34.6% |
| Admin fee / account holder | $133 | $1,210-89.0% | $7,233-98.2% | $1,588-91.7% |