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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,789 | $66,319-15.9% | $93,621-40.4% | $65,186-14.4% |
| Participation rate | 15.3% | 74.0%-58.7pp | 75.8%-60.6pp | 70.2%-54.9pp |
| Annual return | 18.15% | 42.59%-24.4pp | 32.76%-14.6pp | 29.39%-11.2pp |
| Employer contribution / active EE | $630 | $2,013-68.7% | $2,719-76.8% | $2,177-71.0% |
| Participant deferral / active EE | $1,079 | $3,343-67.7% | $4,070-73.5% | $3,514-69.3% |
| Admin fee / account holder | $4 | $6,900-99.9% | $7,890-99.9% | $847-99.5% |