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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,392 |
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 | $93,937 | $52,967+77.3% | $172,753-45.6% | $65,186+44.1% |
| Participation rate | 63.1% | 66.2%-3.1pp | 82.6%-19.6pp | 70.2%-7.1pp |
| Annual return | 25.75% | 30.12%-4.4pp | 803.00%-777.2pp | 29.39%-3.6pp |
| Employer contribution / active EE | $2,221 | $2,190+1.4% | $5,144-56.8% | $2,177+2.0% |
| Participant deferral / active EE | $3,230 | $2,471+30.7% | $5,198-37.9% | $3,514-8.1% |
| Admin fee / account holder | $46 | $472-90.3% | $13,956-99.7% | $847-94.6% |