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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
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.
Annual investment return 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 | $9,587 | $28,109-65.9% | $71,086-86.5% | $56,287-83.0% |
| Participation rate | 12.0% | 40.4%-28.4pp | 54.7%-42.6pp | 69.9%-57.8pp |
| Annual return | -11.82% | -615.05%+603.2pp | 650.59%-662.4pp | -9.96%-1.9pp |
| Employer contribution / active EE | $314 | $558-43.7% | $1,088-71.2% | $2,111-85.1% |
| Participant deferral / active EE | $385 | $1,116-65.5% | $1,874-79.4% | $3,350-88.5% |
| Admin fee / account holder | $184 | $585-68.5% | $3,082-94.0% | $521-64.7% |