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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,933 |
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 | $28,882 | $52,961-45.5% | $172,752-83.3% | $65,185-55.7% |
| Participation rate | 56.0% | 66.2%-10.2pp | 82.6%-26.6pp | 70.2%-14.2pp |
| Annual return | 16.08% | 30.12%-14.0pp | 802.97%-786.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $553 | $2,190-74.7% | $5,144-89.2% | $2,177-74.6% |
| Participant deferral / active EE | $2,119 | $2,471-14.2% | $5,198-59.2% | $3,514-39.7% |
| Admin fee / account holder | $23 | $472-95.1% | $13,955-99.8% | $847-97.3% |