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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,808 | $46,732+72.9% | $156,551-48.4% | $55,167+46.5% |
| Participation rate | 58.0% | 65.8%-7.8pp | 84.0%-26.0pp | 69.0%-11.0pp |
| Annual return | 7.64% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $373 | $2,105-82.3% | $5,501-93.2% | $1,963-81.0% |
| Participant deferral / active EE | $3,612 | $2,204+63.9% | $4,871-25.8% | $3,054+18.3% |
| Admin fee / account holder | $50 | $418-88.0% | $13,028-99.6% | $504-90.0% |