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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,205 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,960 | $58,888-61.0% | $178,499-87.1% | $73,493-68.8% |
| Participation rate | 63.5% | 66.2%-2.7pp | 81.9%-18.4pp | 70.7%-7.2pp |
| Annual return | 17.49% | 24.86%-7.4pp | 151.10%-133.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,416 | $2,236-36.7% | $5,011-71.7% | $2,270-37.6% |
| Participant deferral / active EE | $1,216 | $2,568-52.7% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $13 | $400-96.7% | $13,986-99.9% | $513-97.4% |