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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,311 | $46,360-54.0% | $147,617-85.6% | $52,331-59.3% |
| Participation rate | 64.8% | 64.9%-0.2pp | 84.6%-19.8pp | 68.1%-3.3pp |
| Annual return | -0.24% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $895 | $2,126-57.9% | $5,564-83.9% | $1,882-52.4% |
| Participant deferral / active EE | $1,981 | $2,258-12.3% | $4,895-59.5% | $3,022-34.5% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.3% |