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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,021 |
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 | $16,382 | $46,360-64.7% | $147,617-88.9% | $52,331-68.7% |
| Participation rate | 56.3% | 64.9%-8.6pp | 84.6%-28.3pp | 68.1%-11.8pp |
| Annual return | 0.16% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $457 | $2,126-78.5% | $5,564-91.8% | $1,882-75.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $18 | $766-97.7% | $11,612-99.8% | $592-97.0% |