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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,408 |
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 | $22,780 | $37,196-38.8% | $154,111-85.2% | $55,725-59.1% |
| Participation rate | 33.3% | 64.1%-30.8pp | 83.0%-49.7pp | 70.9%-37.5pp |
| Annual return | 9.23% | 1319.68%-1310.5pp | 735.18%-726.0pp | 244.93%-235.7pp |
| Employer contribution / active EE | $272 | $1,614-83.2% | $5,298-94.9% | $2,078-86.9% |
| Participant deferral / active EE | $751 | $2,068-63.7% | $5,081-85.2% | $3,356-77.6% |
| Admin fee / account holder | $15 | $102-84.9% | $13,411-99.9% | $115-86.7% |